PIMCO Access Income FundPAXS
13F holders, Q1 2025 (March 31)66holders −2
10new positions
11sold out
$16.06avg. 13F price*
At the end of Q1 2025, 66 institutions reported holding PIMCO Access Income Fund (PAXS) in their 13F filings, down 2 from Q4 2024. 10 opened new positions and 11 sold out. The largest holders were UBS Group AG ($23.0M), SOL Capital Management CO ($22.2M) and Wells Fargo & Company ($21.7M).
- Company
- PIMCO Access Income Fund
- CUSIP
- 72203T100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.8M |
| Exits | 11 | $4.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,124,747 shares bought and 1,213,065 shares sold, net −88,318 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| UBS Group AG | 0.01% | Reduce -35.8% | 1,434,139 | $23.0M |
| SOL Capital Management CO | 2.45% | Add +5.1% | 1,381,535 | $22.2M |
| Wells Fargo & Company | 0.01% | Add +17.1% | 1,351,738 | $21.7M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 984,922 | $15.8M |
| Cohen & Steers, Inc. | 0.02% | Reduce -6.2% | 836,818 | $13.4M |
| Royal Bank of Canada | 0.00% | Add +21.8% | 423,621 | $6.8M |
| Thomas J. Herzfeld Advisors, Inc. | 2.08% | Add +6.2% | 380,600 | $6.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.6% | 351,375 | $5.6M |
| Bank of America Corp. | 0.00% | Add +5.8% | 309,626 | $5.0M |
| World Investment Advisors | 0.11% | Add +92.1% | 263,610 | $4.2M |
| Ieq Capital, LLC | 0.03% | New | 250,000 | $4.0M |
| Element Wealth, LLC | 1.89% | Reduce -3.6% | 219,979 | $3.5M |
| Corrado Advisors, LLC | 1.35% | Add +3.0% | 126,208 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -5.7% | 117,234 | $1.9M |
| Smith, Moore & Co. | 0.17% | Add +14.5% | 114,470 | $1.8M |
| Consolidated Portfolio Review Corp | 0.26% | Add +27.8% | 99,391 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +19.6% | 87,412 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +61.3% | 86,583 | $1.4M |
| Choreo, LLC | 0.02% | Add +4.6% | 85,800 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +7.9% | 84,293 | $1.4M |
| Journey Strategic Wealth LLC | 0.05% | Add +21.7% | 82,588 | $1.3M |
| Noble Wealth Management PBC | 0.74% | Add +795.5% | 67,162 | $1.1M |
| Independent Financial Group, LLC | 0.03% | No change | 57,100 | $917K |
| Stifel Financial Corp. | 0.00% | Add +47.5% | 51,464 | $827K |
| Cerity Partners LLC | 0.00% | Add +2.3% | 51,138 | $821K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.4% | 45,488 | $731K |
| Private Advisor Group, LLC | 0.00% | New | 45,118 | $725K |
| Bramshill Investments, LLC | 0.07% | Add +0.1% | 44,807 | $720K |
| Wedbush Securities Inc. | 0.03% | Reduce -0.5% | 43,883 | $705K |
| Crumly & Associates Inc. | 0.18% | No change | 39,750 | $638K |
| Truist Financial Corp. | 0.00% | Reduce -12.5% | 38,376 | $616K |
| Courier Capital LLC | 0.04% | No change | 37,201 | $597K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.3% | 34,205 | $549K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +6.0% | 29,875 | $484K |
| Comerica Bank | 0.00% | Add +2.8% | 26,308 | $423K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.8% | 24,923 | $383K |
| Susquehanna International Group, LLP | 0.00% | New | 22,804 | $366K |
| Mathes Company, Inc. | 0.14% | No change | 22,000 | $353K |
| Cetera Investment Advisers | 0.00% | Add +36.8% | 21,293 | $342K |
| Integrated Wealth Concepts LLC | 0.00% | New | 20,968 | $337K |
| XTX Topco Ltd | 0.01% | Reduce -23.5% | 17,977 | $289K |
| BlackRock, Inc. | 0.00% | New | 17,562 | $282K |
| NWF Advisory Services Inc. | 0.04% | Reduce -27.3% | 16,723 | $269K |
| Fortitude Advisory Group L.L.C. | 0.19% | No change | 17,818 | $267K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -3.7% | 16,130 | $259K |
| PFG Investments, LLC | 0.01% | Add +14.9% | 13,109 | $211K |
| First Trust Advisors LP | 0.00% | Add +2.8% | 12,977 | $208K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.5% | 12,660 | $203K |
| Corient Private Wealth LP | 0.00% | Add +1.3% | 11,712 | $188K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -15.6% | 10,800 | $173K |
| SouthState Bank Corp | 0.01% | Add +13.9% | 10,650 | $171K |
| Lindbrook Capital, LLC | 0.01% | No change | 5,000 | $80K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.9% | 4,186 | $67K |
| Anfield Capital Management, LLC | 0.02% | No change | 3,664 | $59K |
| Tanglewood Legacy Advisors, LLC | 0.02% | New | 2,747 | $44K |
| SVB Wealth LLC | 0.00% | New | 1,721 | $28K |
| Continuum Advisory, LLC | 0.00% | Reduce -42.9% | 1,486 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,250 | $20K |
| FNY Investment Advisers, LLC | 0.01% | No change | 800 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 700 | $11K |
| Larson Financial Group LLC | 0.00% | No change | 650 | $10K |
| IFP Advisors, Inc | 0.00% | Reduce -84.6% | 616 | $10K |
| Assetmark, Inc. | 0.00% | New | 446 | $7K |
| Financial Management Professionals, Inc. | 0.00% | No change | 252 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1 | $14 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $13 |
"% of holder's portfolio" is PAXS's weight in each manager's 13F, not the share of PIMCO Access Income Fund the manager owns.