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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
10,619
shares
|
$167,249
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$157,500
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
9,350
shares
|
$147,262
0.01% of portfolio
|
Q2 2025
Reduced 12.21%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,000
shares
|
$78,750
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
3,891
shares
|
$61,283
0.0% of portfolio
|
Q2 2025
Reduced 33.95%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,750
shares
|
$59,062
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
3,664
shares
|
$57,708
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
2,747
shares
|
$43,265
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,250
shares
|
$19,687
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
1,100
shares
|
$17,325
0.01% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$15,750
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
650
shares
|
$10,237
0.0% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
616
shares
|
$9,702
0.0% of portfolio
|
Q1 2025
Reduced 84.6%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
500
shares
|
$7,875
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
422
shares
|
$6,646
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
378
shares
|
$5,953
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
253
shares
|
$3,984
0.0% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
50
shares
|
$787
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
40
shares
|
$630
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
1
shares
|
$15
0.0% of portfolio
|
Q2 2024
Reduced 99.59%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|