Institutional Ownership Pimco Access Income Fund (PAXS)
This table provides information about the institutional ownership of Pimco Access Income Fund (PAXS). We have compiled data on the 65 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,569,957
shares
|
$24.5 Million
0.01% of portfolio
|
Q2 2025
Added 16.14%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,451,152
shares
|
$22.6 Million
0.0% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
1,371,484
shares
|
$21.4 Million
2.01% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,031,779
shares
|
$16.1 Million
0.0% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
924,227
shares
|
$14.4 Million
0.0% of portfolio
|
Q2 2025
Added 118.17%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
859,487
shares
|
$13.4 Million
0.02% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
435,309
shares
|
$6.79 Million
2.35% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
421,232
shares
|
$6.57 Million
0.0% of portfolio
|
Q2 2025
Added 19.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
374,892
shares
|
$5.85 Million
0.0% of portfolio
|
Q2 2025
Added 21.08%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
257,424
shares
|
$4.02 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
202,047
shares
|
$3.15 Million
1.46% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
157,794
shares
|
$2.46 Million
0.01% of portfolio
|
Q2 2025
Added 80.52%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
152,030
shares
|
$2.37 Million
0.32% of portfolio
|
Q2 2025
Added 52.96%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
134,944
shares
|
$2.11 Million
1.67% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
122,594
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
118,196
shares
|
$1.84 Million
0.16% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
67,162
shares
|
$1.05 Million
0.95% of portfolio
|
Q1 2025
Added 795.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
60,370
shares
|
$941,772
0.0% of portfolio
|
Q2 2025
Added 17.31%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
57,078
shares
|
$890,416
0.01% of portfolio
|
Q2 2025
Reduced 33.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
54,980
shares
|
$857,688
0.0% of portfolio
|
Q2 2025
Added 20.87%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
54,650
shares
|
$852,540
0.03% of portfolio
|
Q2 2025
Reduced 33.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
53,031
shares
|
$827,283
0.0% of portfolio
|
Q2 2025
Reduced 37.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
51,987
shares
|
$810,997
0.0% of portfolio
|
Q2 2025
Reduced 39.96%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
51,138
shares
|
$797,752
0.0% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
50,000
shares
|
$780,000
0.0% of portfolio
|
Q2 2022
New holding
|