Western Wealth Management’s PIMCO High Income Fund PHK Stock Holding History

Western Wealth Management’s Portfolio PHK Stock Details PHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$504K	Hold	108,255	–	–	0.02%	666
2026 Q1	$501K	Buy	+108,255	New	+$523K	0.02%	645
2025 Q1	–	Sell	-18,140	Closed	-$88.2K	–	750
2024 Q4	$88.2K	Buy	+18,140	New	+$91.1K	﹤0.01%	747

Other funds holding PHK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Western Wealth Management's PHK Position: Q2 2026 in Review

Western Wealth Management held its PIMCO High Income Fund (PHK) position steady in Q2 2026 at 108,255 shares worth $504K. The position accounts for 0.02% of the portfolio, ranked #666.

Western Wealth Management first reported a position in PHK in Q4 2024 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold PHK as of Q2 2026.

Western Wealth Management held 108,255 shares of PIMCO High Income Fund worth $504K as of Q2 2026.
Western Wealth Management left its PIMCO High Income Fund share count unchanged in Q2 2026.
PIMCO High Income Fund made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #666 holding.
Western Wealth Management first reported a position in PIMCO High Income Fund in Q4 2024 and has held it in 3 quarters since.
135 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.