PIMCO Access Income FundPAXS
13F holders, Q4 2025 (December 31)64holders −4
10new positions
13sold out
$15.30avg. 13F price*
At the end of Q4 2025, 64 institutions reported holding PIMCO Access Income Fund (PAXS) in their 13F filings, down 4 from Q3 2025. 10 opened new positions and 13 sold out. The largest holders were Wells Fargo & Company ($27.1M), SOL Capital Management CO ($22.5M) and Morgan Stanley ($19.5M).
- Company
- PIMCO Access Income Fund
- CUSIP
- 72203T100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.1M |
| Exits | 13 | $4.9M |
All 13F filers, Q3 2025 → Q4 2025: 1,070,919 shares bought and 722,654 shares sold, net +348,265 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Wells Fargo & Company | 0.01% | Add +3.0% | 1,768,979 | $27.1M |
| SOL Capital Management CO | 2.02% | Add +2.8% | 1,471,674 | $22.5M |
| Morgan Stanley | 0.00% | Add +18.4% | 1,276,072 | $19.5M |
| UBS Group AG | 0.00% | Reduce -25.1% | 1,034,554 | $15.8M |
| Royal Bank of Canada | 0.00% | Add +8.6% | 1,025,039 | $15.7M |
| Cohen & Steers, Inc. | 0.03% | Add +4.2% | 911,766 | $13.9M |
| Thomas J. Herzfeld Advisors, Inc. | 3.87% | Add +55.4% | 747,910 | $11.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.4% | 592,951 | $9.1M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 396,600 | $6.1M |
| Element Wealth, LLC | 1.26% | Reduce -1.4% | 198,309 | $3.0M |
| LPL Financial LLC | 0.00% | Add +13.7% | 161,882 | $2.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.0% | 156,304 | $2.4M |
| Corrado Advisors, LLC | 1.17% | Add +6.9% | 151,760 | $2.3M |
| Noble Wealth Management PBC | 0.96% | Reduce -0.1% | 125,244 | $1.9M |
| Smith, Moore & Co. | 0.14% | Reduce -2.3% | 123,790 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +95.5% | 100,002 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +9.6% | 89,182 | $1.4M |
| Choreo, LLC | 0.01% | Add +13.7% | 72,158 | $1.1M |
| Journey Strategic Wealth LLC | 0.03% | Add +15.9% | 65,650 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 52,356 | $801K |
| Raymond James Financial Inc. | 0.00% | Reduce -2.3% | 46,762 | $715K |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.7% | 46,431 | $710K |
| Independent Financial Group, LLC | 0.02% | Reduce -8.1% | 45,500 | $696K |
| Bramshill Investments, LLC | 0.04% | Add +0.7% | 43,963 | $673K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.5% | 42,273 | $647K |
| Crumly & Associates Inc. | 0.13% | No change | 39,750 | $608K |
| Wedbush Securities Inc. | 0.02% | Reduce -0.5% | 38,894 | $595K |
| Courier Capital LLC | 0.03% | No change | 37,201 | $569K |
| Truist Financial Corp. | 0.00% | Reduce -2.6% | 36,016 | $551K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.5% | 29,027 | $462K |
| Comerica Bank | 0.00% | Add +2.8% | 28,637 | $438K |
| Cetera Investment Advisers | 0.00% | Add +6.9% | 25,849 | $395K |
| Stifel Financial Corp. | 0.00% | Add +62.1% | 25,001 | $383K |
| Mathes Company, Inc. | 0.12% | No change | 22,000 | $337K |
| Marex Group Ltd | 0.00% | New | 21,787 | $333K |
| Virtu Financial LLC | 0.01% | New | 21,530 | $329K |
| Corient Private Wealth LP | 0.00% | Reduce -33.2% | 21,391 | $327K |
| First Trust Advisors LP | 0.00% | Add +31.8% | 20,734 | $317K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -55.8% | 20,314 | $311K |
| Fortitude Advisory Group L.L.C. | 0.12% | No change | 17,818 | $273K |
| Iams Wealth Management, LLC | 0.10% | No change | 17,250 | $264K |
| &partners | 0.00% | Reduce -51.8% | 16,110 | $246K |
| Two Sigma Securities, LLC | 0.03% | New | 15,955 | $244K |
| Navis Wealth Advisors, LLC | 0.10% | New | 15,733 | $241K |
| Northeast Planning Associates, Inc. / NH / | 0.17% | Add +3.1% | 15,410 | $236K |
| BlackRock, Inc. | 0.00% | Add +174.4% | 13,132 | $201K |
| NWF Advisory Services Inc. | 0.02% | Reduce -16.0% | 12,330 | $189K |
| Alexander Labrunerie & Co., Inc. | 0.07% | Reduce -9.3% | 12,047 | $184K |
| Hilton Capital Management, LLC | 0.01% | No change | 12,000 | $184K |
| CreativeOne Wealth, LLC | 0.00% | Reduce -7.0% | 11,712 | $179K |
| LifePlan Investment Advisors, Inc. | 0.06% | No change | 10,000 | $153K |
| SouthState Bank Corp | 0.01% | No change | 9,350 | $143K |
| Activest Wealth Management | 0.02% | New | 7,500 | $115K |
| Anfield Capital Management, LLC | 0.02% | No change | 3,664 | $56K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,205 | $34K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 1,300 | $20K |
| FNY Investment Advisers, LLC | 0.00% | No change | 1,100 | $16K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 914 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 616 | $9K |
| Cwm, LLC | 0.00% | Add +53.4% | 580 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 500 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -70.0% | 375 | $6K |
| Harbour Investments, Inc. | 0.00% | New | 261 | $4K |
| Assetmark, Inc. | 0.00% | No change | 40 | $612 |
"% of holder's portfolio" is PAXS's weight in each manager's 13F, not the share of PIMCO Access Income Fund the manager owns.