Institutional Ownership Pimco Access Income Fund (PAXS)
This table provides information about the institutional ownership of Pimco Access Income Fund (PAXS). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $172 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,717,456
shares
|
$27 Million
0.01% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
1,431,845
shares
|
$22.6 Million
2.09% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,380,357
shares
|
$21.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,077,611
shares
|
$17 Million
0.0% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
943,664
shares
|
$14.9 Million
0.0% of portfolio
|
Q2 2025
Added 118.17%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
875,374
shares
|
$13.8 Million
0.03% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
481,437
shares
|
$7.58 Million
2.69% of portfolio
|
Q3 2025
Added 10.6%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
472,983
shares
|
$7.45 Million
0.0% of portfolio
|
Q3 2025
Added 12.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
397,360
shares
|
$6.26 Million
0.0% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
201,119
shares
|
$3.17 Million
1.5% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
185,551
shares
|
$2.92 Million
0.38% of portfolio
|
Q3 2025
Added 22.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
157,832
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
142,429
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2025
Added 16.18%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
141,946
shares
|
$2.24 Million
1.74% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
126,706
shares
|
$2 Million
0.18% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
81,403
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
67,162
shares
|
$1.06 Million
0.95% of portfolio
|
Q1 2025
Added 795.49%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
63,467
shares
|
$999,605
0.01% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
56,650
shares
|
$892,237
0.03% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
51,138
shares
|
$805,423
0.0% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
50,000
shares
|
$787,500
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
47,859
shares
|
$753,779
0.0% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
45,993
shares
|
$724,389
0.0% of portfolio
|
Q3 2025
Reduced 16.35%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
43,675
shares
|
$687,881
0.05% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
41,630
shares
|
$655,672
0.0% of portfolio
|
Q3 2025
New holding
|
|