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Zullo Investment Group’s PIMCO High Income Fund PHK Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-10,100
Closed -$49.1K – 163
2025
Q4 		$49.1K Hold
10,100
– – 0.02% 154
2025
Q3 		$50.4K Buy
+10,100
New +$49.4K 0.02% 151
2023
Q1 		– Sell
-1,100
Closed -$5.2K – 544
2022
Q4 		$5.2K Hold
1,100
– – ﹤0.01% 595
2022
Q3 		$5K Hold
1,100
– – ﹤0.01% 605
2022
Q2 		$6K Hold
1,100
– – ﹤0.01% 592
2022
Q1 		$6K Hold
1,100
– – ﹤0.01% 628
2021
Q4 		$7K Buy
+1,100
New +$6.86K ﹤0.01% 609

Other funds holding PHK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Zullo Investment Group's PHK Position: Q1 2026 in Review

Zullo Investment Group sold out of PIMCO High Income Fund (PHK) in Q1 2026, closing a stake of 10,100 shares — an estimated $49.1K sold.

Zullo Investment Group first reported a position in PHK in Q4 2021 and held it in 7 quarters. The position peaked at $50.4K in Q3 2025. 131 funds tracked by Wall St. Rank hold PHK as of Q1 2026.

  • Zullo Investment Group reported no remaining PIMCO High Income Fund position as of Q1 2026 after selling out during the quarter.
  • Zullo Investment Group sold 10,100 PIMCO High Income Fund shares in Q1 2026, an estimated $49.1K.
  • Zullo Investment Group first reported a position in PIMCO High Income Fund in Q4 2021 and held it in 7 quarters.
  • Zullo Investment Group's PIMCO High Income Fund position peaked at $50.4K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.