Truist Financial
PHT

Truist Financial’s Pioneer High Income Fund PHT Stock Holding History

Truist Financial’s Portfolio PHT Stock Details PHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19,500
Closed -$151K – 2630
2024
Q4 		$151K Buy
+19,500
New +$153K ﹤0.01% 2423

Other funds holding PHT

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial's PHT Position: Q1 2025 in Review

Truist Financial sold out of Pioneer High Income Fund (PHT) in Q1 2025, closing a stake of 19,500 shares — an estimated $151K sold.

Truist Financial first reported a position in PHT in Q4 2024 and held it in 1 quarter. The position peaked at $151K in Q4 2024. 50 funds tracked by Wall St. Rank hold PHT as of Q1 2025.

  • Truist Financial reported no remaining Pioneer High Income Fund position as of Q1 2025 after selling out during the quarter.
  • Truist Financial sold 19,500 Pioneer High Income Fund shares in Q1 2025, an estimated $151K.
  • Truist Financial first reported a position in Pioneer High Income Fund in Q4 2024 and held it in 1 quarter.
  • Truist Financial's Pioneer High Income Fund position peaked at $151K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q1 2025.

Based on Truist Financial's 13F filing for Q1 2025, filed 29 Apr 2025.