PIMCO Access Income FundPAXS
13F holders, Q3 2025 (September 30)68holders +7
12new positions
6sold out
$16.27avg. 13F price*
At the end of Q3 2025, 68 institutions reported holding PIMCO Access Income Fund (PAXS) in their 13F filings, up 7 from Q2 2025. 12 opened new positions and 6 sold out. The largest holders were Wells Fargo & Company ($27.9M), SOL Capital Management CO ($23.3M) and UBS Group AG ($22.5M).
- Company
- PIMCO Access Income Fund
- CUSIP
- 72203T100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.9M |
| Exits | 6 | $4.4M |
All 13F filers, Q2 2025 → Q3 2025: 671,890 shares bought and 476,306 shares sold, net +195,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Wells Fargo & Company | 0.01% | Add +9.4% | 1,717,456 | $27.9M |
| SOL Capital Management CO | 2.09% | Add +4.4% | 1,431,845 | $23.3M |
| UBS Group AG | 0.00% | Reduce -4.9% | 1,380,357 | $22.5M |
| Morgan Stanley | 0.00% | Add +4.4% | 1,077,611 | $17.5M |
| Royal Bank of Canada | 0.00% | Add +2.1% | 943,664 | $15.4M |
| Cohen & Steers, Inc. | 0.03% | Add +1.9% | 875,374 | $14.2M |
| Thomas J. Herzfeld Advisors, Inc. | 2.69% | Add +10.6% | 481,437 | $7.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.3% | 472,983 | $7.7M |
| Bank of America Corp. | 0.00% | Add +6.0% | 397,360 | $6.5M |
| Element Wealth, LLC | 1.43% | Reduce -0.5% | 201,119 | $3.3M |
| Consolidated Portfolio Review Corp | 0.38% | Add +22.1% | 185,551 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.0% | 157,832 | $2.6M |
| LPL Financial LLC | 0.00% | Add +16.2% | 142,429 | $2.3M |
| Corrado Advisors, LLC | 1.24% | Add +5.2% | 141,946 | $2.3M |
| Smith, Moore & Co. | 0.16% | Add +7.2% | 126,706 | $2.1M |
| Noble Wealth Management PBC | 1.09% | — | 125,360 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.2% | 81,403 | $1.3M |
| Choreo, LLC | 0.01% | Add +11.2% | 63,467 | $1.0M |
| Journey Strategic Wealth LLC | 0.03% | Add +3.7% | 56,650 | $922K |
| Cerity Partners LLC | 0.00% | No change | 51,138 | $832K |
| Independent Financial Group, LLC | 0.02% | Reduce -1.2% | 49,500 | $805K |
| Raymond James Financial Inc. | 0.00% | Reduce -9.8% | 47,859 | $779K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.4% | 45,993 | $748K |
| Bramshill Investments, LLC | 0.05% | Reduce -2.3% | 43,675 | $711K |
| Janney Montgomery Scott LLC | 0.00% | New | 41,630 | $677K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.4% | 39,798 | $648K |
| Crumly & Associates Inc. | 0.14% | No change | 39,750 | $647K |
| Wedbush Securities Inc. | 0.02% | Add +0.2% | 39,077 | $636K |
| Courier Capital LLC | 0.03% | No change | 37,201 | $605K |
| Truist Financial Corp. | 0.00% | Reduce -3.9% | 36,983 | $602K |
| &partners | 0.00% | New | 33,391 | $543K |
| Corient Private Wealth LP | 0.00% | Add +0.5% | 32,029 | $521K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -7.9% | 28,696 | $467K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.2% | 28,873 | $458K |
| Comerica Bank | 0.00% | Add +2.9% | 27,858 | $453K |
| Cetera Investment Advisers | 0.00% | Add +12.9% | 24,171 | $393K |
| Mariner, LLC | 0.00% | New | 24,044 | $391K |
| Mathes Company, Inc. | 0.13% | No change | 22,000 | $358K |
| Bleakley Financial Group, LLC | 0.01% | New | 20,550 | $334K |
| Fortitude Advisory Group L.L.C. | 0.16% | No change | 17,818 | $290K |
| Iams Wealth Management, LLC | 0.11% | New | 17,250 | $281K |
| First Trust Advisors LP | 0.00% | No change | 15,737 | $256K |
| Stifel Financial Corp. | 0.00% | Reduce -74.5% | 15,425 | $251K |
| Northeast Planning Associates, Inc. / NH / | 0.21% | New | 14,950 | $243K |
| NWF Advisory Services Inc. | 0.03% | Reduce -0.5% | 14,675 | $239K |
| Private Advisor Group, LLC | 0.00% | Reduce -66.3% | 14,659 | $239K |
| Alexander Labrunerie & Co., Inc. | 0.08% | Add +26.5% | 13,284 | $216K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -1.4% | 12,593 | $205K |
| Hilton Capital Management, LLC | 0.02% | No change | 12,000 | $195K |
| Capital Investment Advisors, LLC | 0.00% | No change | 10,800 | $176K |
| PFG Investments, LLC | 0.01% | New | 10,619 | $173K |
| LifePlan Investment Advisors, Inc. | 0.07% | New | 10,000 | $163K |
| SouthState Bank Corp | 0.01% | No change | 9,350 | $152K |
| BlackRock, Inc. | 0.00% | Reduce -77.8% | 4,786 | $78K |
| Advisory Services Network, LLC | 0.00% | New | 3,750 | $61K |
| Anfield Capital Management, LLC | 0.02% | No change | 3,664 | $60K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 2,747 | $45K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,250 | $20K |
| FNY Investment Advisers, LLC | 0.01% | No change | 1,100 | $17K |
| NFSG Corp | 0.00% | No change | 1,000 | $16K |
| Larson Financial Group LLC | 0.00% | No change | 650 | $11K |
| IFP Advisors, Inc | 0.00% | No change | 616 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 500 | $8K |
| Pacifica Partners Inc. | 0.00% | New | 422 | $7K |
| Cwm, LLC | 0.00% | New | 378 | $6K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 50 | $821 |
| Assetmark, Inc. | 0.00% | New | 40 | $651 |
| 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.