PIMCO Access Income FundPAXS
13F holders, Q1 2026 (March 31)63holders −1
11new positions
11sold out
$14.41avg. 13F price*
At the end of Q1 2026, 63 institutions reported holding PIMCO Access Income Fund (PAXS) in their 13F filings, down 1 from Q4 2025. 11 opened new positions and 11 sold out. The largest holders were Wells Fargo & Company ($26.4M), Cerity Partners LLC ($22.1M) and Morgan Stanley ($21.6M).
- Company
- PIMCO Access Income Fund
- CUSIP
- 72203T100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $20.9M |
| Exits | 11 | $1.2M |
All 13F filers, Q4 2025 → Q1 2026: 3,534,901 shares bought and 884,049 shares sold, net +2,650,852 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Wells Fargo & Company | 0.01% | Add +3.6% | 1,832,360 | $26.4M |
| Cerity Partners LLC | 0.03% | Add +1432.9% | 1,532,951 | $22.1M |
| Morgan Stanley | 0.00% | Add +17.5% | 1,499,575 | $21.6M |
| Penserra Capital Management LLC | 0.21% | New | 1,263,663 | $18.2M |
| Royal Bank of Canada | 0.00% | Add +12.5% | 1,152,845 | $16.6M |
| Cohen & Steers, Inc. | 0.03% | Add +12.2% | 1,023,000 | $14.7M |
| UBS Group AG | 0.00% | Reduce -6.3% | 969,614 | $14.0M |
| Thomas J. Herzfeld Advisors, Inc. | 2.16% | Reduce -41.2% | 439,995 | $6.3M |
| Bank of America Corp. | 0.00% | Add +6.2% | 421,321 | $6.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -51.5% | 287,277 | $4.1M |
| Element Wealth, LLC | 1.18% | Reduce -0.1% | 198,031 | $2.9M |
| LPL Financial LLC | 0.00% | Add +19.8% | 193,893 | $2.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +12.9% | 176,460 | $2.5M |
| Corrado Advisors, LLC | 1.20% | Add +5.6% | 160,268 | $2.3M |
| Smith, Moore & Co. | 0.13% | Add +3.0% | 127,569 | $1.8M |
| Noble Wealth Management PBC | 0.88% | Reduce -4.9% | 119,068 | $1.7M |
| Rivernorth Capital Management, LLC | 0.07% | New | 94,489 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +47.2% | 68,837 | $992K |
| Jane Street Group, LLC | 0.00% | Add +26.1% | 66,027 | $951K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -21.3% | 51,700 | $745K |
| Osaic Holdings, Inc. | 0.00% | Reduce -44.0% | 49,911 | $719K |
| Independent Financial Group, LLC | 0.01% | No change | 45,500 | $656K |
| Bramshill Investments, LLC | 0.05% | Reduce -0.6% | 43,689 | $630K |
| Wedbush Securities Inc. | 0.02% | Add +8.3% | 42,140 | $607K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.5% | 42,065 | $606K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.3% | 41,208 | $594K |
| Crumly & Associates Inc. | 0.12% | No change | 39,750 | $573K |
| Courier Capital LLC | 0.03% | No change | 37,201 | $536K |
| Choreo, LLC | 0.01% | Reduce -49.6% | 36,346 | $526K |
| Integrated Wealth Concepts LLC | 0.00% | New | 30,470 | $439K |
| Truist Financial Corp. | 0.00% | Reduce -21.3% | 28,338 | $408K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -4.5% | 27,736 | $406K |
| Stifel Financial Corp. | 0.00% | Add +0.8% | 25,198 | $363K |
| Wealth Care LLC | 0.32% | — | 25,146 | $362K |
| HighTower Advisors, LLC | 0.00% | New | 25,000 | $360K |
| Cetera Investment Advisers | 0.00% | Reduce -12.3% | 22,677 | $327K |
| Mathes Company, Inc. | 0.12% | No change | 22,000 | $317K |
| First Trust Advisors LP | 0.00% | No change | 20,734 | $299K |
| Corient Private Wealth LP | 0.00% | Reduce -6.5% | 20,000 | $288K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.2% | 19,252 | $277K |
| Fortitude Advisory Group L.L.C. | 0.12% | No change | 17,818 | $257K |
| Iams Wealth Management, LLC | 0.09% | No change | 17,250 | $249K |
| Virtu Financial LLC | 0.01% | Reduce -26.5% | 15,832 | $228K |
| Northeast Planning Associates, Inc. / NH / | 0.15% | No change | 15,410 | $222K |
| XTX Topco Ltd | 0.00% | New | 14,214 | $205K |
| BlackRock, Inc. | 0.00% | No change | 13,132 | $189K |
| NWF Advisory Services Inc. | 0.02% | No change | 12,330 | $178K |
| &partners | 0.00% | Reduce -24.2% | 12,210 | $176K |
| Alexander Labrunerie & Co., Inc. | 0.07% | No change | 12,047 | $174K |
| CreativeOne Wealth, LLC | 0.00% | Add +1.1% | 11,837 | $171K |
| Susquehanna International Group, LLP | 0.00% | New | 10,207 | $147K |
| LifePlan Investment Advisors, Inc. | 0.06% | No change | 10,000 | $144K |
| Activest Wealth Management | 0.02% | No change | 7,500 | $108K |
| Osbon Capital Management LLC | 0.05% | New | 4,659 | $67K |
| Anfield Capital Management, LLC | 0.01% | No change | 3,664 | $53K |
| GHP Investment Advisors, Inc. | 0.00% | New | 2,825 | $41K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,045 | $15K |
| FNY Investment Advisers, LLC | 0.01% | No change | 1,100 | $15K |
| Cwm, LLC | 0.00% | Add +46.0% | 847 | $12K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 500 | $7K |
| Advisors Asset Management, Inc. | 0.00% | New | 423 | $6K |
| IFP Advisors, Inc | 0.00% | Reduce -35.1% | 400 | $6K |
| Fifth Third Bancorp | 0.00% | New | 277 | $4K |
"% of holder's portfolio" is PAXS's weight in each manager's 13F, not the share of PIMCO Access Income Fund the manager owns.