PIMCO Access Income FundPAXS
13F holders, Q2 2025 (June 30)61holders −5
8new positions
11sold out
$15.11avg. 13F price*
At the end of Q2 2025, 61 institutions reported holding PIMCO Access Income Fund (PAXS) in their 13F filings, down 5 from Q1 2025. 8 opened new positions and 11 sold out. The largest holders were Wells Fargo & Company ($23.7M), UBS Group AG ($21.9M) and SOL Capital Management CO ($20.7M).
- Company
- PIMCO Access Income Fund
- CUSIP
- 72203T100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.6M |
| Exits | 11 | $5.7M |
All 13F filers, Q1 2025 → Q2 2025: 1,505,421 shares bought and 746,766 shares sold, net +758,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Wells Fargo & Company | 0.01% | Add +16.1% | 1,569,957 | $23.7M |
| UBS Group AG | 0.00% | Add +1.2% | 1,451,152 | $21.9M |
| SOL Capital Management CO | 2.01% | Reduce -0.7% | 1,371,484 | $20.7M |
| Morgan Stanley | 0.00% | Add +4.8% | 1,031,779 | $15.6M |
| Royal Bank of Canada | 0.00% | Add +118.2% | 924,227 | $14.0M |
| Cohen & Steers, Inc. | 0.02% | Add +2.7% | 859,487 | $13.0M |
| Thomas J. Herzfeld Advisors, Inc. | 2.35% | Add +14.4% | 435,309 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.9% | 421,232 | $6.4M |
| Bank of America Corp. | 0.00% | Add +21.1% | 374,892 | $5.7M |
| Rivernorth Capital Management, LLC | 0.22% | New | 257,424 | $3.9M |
| Element Wealth, LLC | 1.40% | Reduce -8.2% | 202,047 | $3.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +80.5% | 157,794 | $2.4M |
| Consolidated Portfolio Review Corp | 0.32% | Add +53.0% | 152,030 | $2.3M |
| Corrado Advisors, LLC | 1.25% | Add +6.9% | 134,944 | $2.0M |
| LPL Financial LLC | 0.00% | Add +4.6% | 122,594 | $1.9M |
| Smith, Moore & Co. | 0.15% | Add +3.3% | 118,196 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.8% | 83,260 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +17.3% | 60,370 | $912K |
| Choreo, LLC | 0.01% | Reduce -33.5% | 57,078 | $865K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +20.9% | 54,980 | $831K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -33.8% | 54,650 | $826K |
| Raymond James Financial Inc. | 0.00% | Reduce -37.1% | 53,031 | $801K |
| Cerity Partners LLC | 0.00% | No change | 51,138 | $773K |
| Independent Financial Group, LLC | 0.02% | Reduce -12.3% | 50,100 | $757K |
| Bramshill Investments, LLC | 0.07% | Reduce -0.2% | 44,709 | $676K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.7% | 43,467 | $657K |
| Crumly & Associates Inc. | 0.15% | No change | 39,750 | $601K |
| Wedbush Securities Inc. | 0.02% | Reduce -11.1% | 39,009 | $589K |
| Truist Financial Corp. | 0.00% | Add +0.2% | 38,462 | $581K |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.5% | 38,481 | $581K |
| Courier Capital LLC | 0.03% | No change | 37,201 | $562K |
| Corient Private Wealth LP | 0.00% | Add +172.1% | 31,869 | $482K |
| Integrated Wealth Concepts LLC | 0.00% | Add +48.5% | 31,148 | $471K |
| Chicago Partners Investment Group LLC | 0.01% | Add +14.5% | 28,535 | $432K |
| Comerica Bank | 0.00% | Add +2.9% | 27,074 | $409K |
| Mathes Company, Inc. | 0.12% | No change | 22,000 | $332K |
| Virtu Financial LLC | 0.02% | New | 21,747 | $329K |
| BlackRock, Inc. | 0.00% | Add +22.8% | 21,562 | $326K |
| Cetera Investment Advisers | 0.00% | Add +0.6% | 21,414 | $324K |
| Fortitude Advisory Group L.L.C. | 0.15% | No change | 17,818 | $269K |
| First Trust Advisors LP | 0.00% | Add +21.3% | 15,737 | $238K |
| NWF Advisory Services Inc. | 0.03% | Reduce -11.8% | 14,748 | $223K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.9% | 12,775 | $193K |
| Hilton Capital Management, LLC | 0.01% | New | 12,000 | $181K |
| Capital Investment Advisors, LLC | 0.00% | No change | 10,800 | $163K |
| World Investment Advisors | 0.00% | Reduce -95.9% | 10,705 | $162K |
| Alexander Labrunerie & Co., Inc. | 0.07% | New | 10,500 | $159K |
| SouthState Bank Corp | 0.01% | Reduce -12.2% | 9,350 | $141K |
| Anfield Capital Management, LLC | 0.02% | No change | 3,664 | $55K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 2,747 | $42K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,350 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,250 | $19K |
| FNY Investment Advisers, LLC | 0.01% | Add +37.5% | 1,100 | $16K |
| NFSG Corp | 0.00% | New | 1,000 | $15K |
| 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% | No change | 616 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 500 | $8K |
| Financial Management Professionals, Inc. | 0.00% | Add +15.9% | 292 | $4K |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $12 |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 50 | $0 |
"% of holder's portfolio" is PAXS's weight in each manager's 13F, not the share of PIMCO Access Income Fund the manager owns.