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 68 institutions that hold shares in the stock, with a total of 9.97 Million shares, which have been reported (via 13F filing form) to have a value of $152 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
5,891
shares
|
$89,661
0.0% of portfolio
|
Q1 2025
Added 48.73%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,000
shares
|
$76,100
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,186
shares
|
$63,710
0.0% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
3,664
shares
|
$55,766
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,747
shares
|
$41,809
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,721
shares
|
$26,193
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,486
shares
|
$22,616
0.0% of portfolio
|
Q1 2025
Reduced 42.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,250
shares
|
$19,025
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
800
shares
|
$12,176
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
700
shares
|
$10,654
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
650
shares
|
$9,893
0.0% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
616
shares
|
$9,375
0.0% of portfolio
|
Q1 2025
Reduced 84.6%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
446
shares
|
$6,788
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
253
shares
|
$3,850
0.0% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
252
shares
|
$3,835
0.0% of portfolio
|
Q4 2024
Added 16.13%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1
shares
|
$15
0.0% of portfolio
|
Q2 2024
Reduced 99.59%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1
shares
|
$15
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|