Stonebridge Financial Group, LLC/CA’s PIMCO High Income Fund PHK Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$136K	Buy	+29,025	New	+$134K	0.02%	298

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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

GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's PHK Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in PIMCO High Income Fund (PHK) in Q2 2026: 29,025 shares worth $136K. The stake represents 0.02% of the portfolio and ranks #298 among its holdings.

111 funds tracked by Wall St. Rank hold PHK as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 29,025 shares of PIMCO High Income Fund worth $136K as of Q2 2026.
PIMCO High Income Fund was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
PIMCO High Income Fund made up 0.02% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #298 holding.
111 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.