Kingsview Wealth Management, LLC
Position in PHK — Pimco High Income Fund
CIK 1791965
GRANTS PASS, OR
Position in PHK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$389,929
-$7,565 QoQ
Shares Held
84,218
+3.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $103,095,248 across 58 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
972,794 | $18,356,622 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
578,626 | $17,457,146 | |
| 3 | BLK |
BlackRock, Inc.
|
9,112 | $8,761,734 | |
| 4 | NSLR |
Neostellar Capital Corp.
|
564,301 | $7,076,334 | |
| 5 | AMP |
Ameriprise Financial Inc
|
13,090 | $6,005,167 | |
| 6 | APO |
Apollo Global Management, Inc.
|
42,344 | $5,009,718 | |
| 7 | ARES |
Ares Management Corp
|
41,769 | $4,649,307 | |
| 8 | HLNE |
Hamilton Lane INC
|
50,385 | $3,971,848 |
All Filings in PHK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $389,929 | 84,218 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $397,494 | 81,789 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $497,203 | 99,640 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $516,283 | 107,559 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $510,496 | 104,396 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $492,794 | 101,398 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $493,820 | 98,764 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $467,192 | 96,928 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $466,084 | 94,349 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $456,954 | 91,574 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $394,087 | 89,160 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $435,170 | 87,034 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $402,874 | 84,460 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $385,670 | 81,537 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $446,795 | 96,085 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $483,405 | 93,502 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $736,048 | 127,344 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $756,204 | 122,960 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $771,717 | 122,885 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $778,809 | 113,861 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $632,407 | 93,829 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $182,952 | 30,240 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||