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Strategic Financial Partners, Ltd.

Position in PHK — Pimco High Income Fund

CIK 2027921 Bend, OR

Position in PHK

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$92,789
+$26,743 QoQ
Shares Held
19,912
+39.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#86
of 135 holders
Holding Since
Dec 2025
3 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, 2026

Strategic Financial Partners, Ltd. holds $652,216 across 3 Asset Management names. PHK ranks #3 (14.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PHK
Pimco High Income Fund
This page
19,912 $92,789

All Filings in PHK

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $92,789 19,912
2026-03-31 $66,046 14,265
2025-12-31 $67,738 13,938