INDEPENDENT FINANCIAL GROUP, LLC

Position in PHK — Pimco High Income Fund

CIK 275484 SAN DIEGO, CA

Position in PHK

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$239,719

+$66,363 QoQ

Shares Held

51,442

+37.4% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#50

of 135 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names. PHK ranks #80 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRE	Bluerock Private Real Estate Fund	1,254,525	$16,321,370
2	PDI	PIMCO Dynamic Income Fund	717,418	$11,980,880
3	ARCC	Ares Capital Corp	460,273	$8,528,858
4	FSK	FS KKR Capital Corp	760,481	$7,985,050
5	PSEC	Prospect Capital Corp	2,485,356	$5,741,172
6	FSCO	FS Credit Opportunities Corp.	1,120,115	$5,589,373
7	PFL	Pimco Income Strategy Fund	524,739	$4,134,943
8	DSL	DoubleLine Income Solutions Fund	352,342	$3,896,902

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,719	51,442	+37.4%	Shares	Sole	2026-07-15
2026-03-31	$173,356	37,442	-7.4%	Shares	Sole	2026-05-15
2025-12-31	$196,548	40,442	0.0%	Shares	Sole	2026-05-15
2025-09-30	$201,805	40,442	-5.4%	Shares	Sole	2026-05-15
2025-06-30	$205,161	42,742	+17.1%	Shares	Sole	2026-05-15
2025-03-31	$178,485	36,500	+32.7%	Shares	Sole	2026-05-19
2024-12-31	$133,650	27,500	+1.9%	Shares	Sole	2026-06-12
2024-09-30	$135,000	27,000	+12.5%	Shares	Sole	2026-06-12
2024-06-30	$115,680	24,000	-9.4%	Shares	Sole	2026-06-12
2024-03-31	$130,910	26,500	-30.3%	Shares	Sole	2026-06-12
2023-12-31	$189,620	38,000	-7.3%	Shares	Sole	2026-06-12
2023-09-30	$181,220	41,000	+6.5%	Shares	Sole	2026-06-12
2023-06-30	$192,500	38,500	0.0%	Shares	Sole	2026-06-12
2023-03-31	$183,645	38,500	-21.4%	Shares	Sole	2026-06-12
2022-12-31	$231,604	48,965	-7.5%	Shares	Sole	2026-06-15
2022-09-30	$246,124	52,930	+53.0%	Shares	Sole	2026-06-15
2022-06-30	$178,835	34,591	-16.7%	Shares	Sole	2026-06-12
2022-03-31	$239,985	41,520	+14.0%	Shares	Sole	2026-06-12
2021-12-31	$223,921	36,410	-7.4%	Shares	Sole	2026-06-15
2021-09-30	$246,979	39,328	+35.6%	Shares	Sole	2026-06-15
2021-06-30	$198,360	29,000	+16.0%	Shares	Sole	2026-06-15
2021-03-31	$168,500	25,000	+138.1%	Shares	Sole	2026-06-15
2020-12-31	$63,525	10,500	+5.0%	Shares	Sole	2026-06-15
2020-06-30	$53,600	10,000	-33.3%	Shares	Sole	2026-06-15
2020-03-31	$73,500	15,000	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.