PIMCO Access Income Fund
PAXS- Exchange
- NYSE
- SEC CIK
- 0001886878
No open-market purchases or sales by PIMCO Access Income Fund insiders were filed in the last 90 days; 65 institutions reported holding it in 13F filings for Q2 2026, worth $180.3M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in PIMCO Access Income Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 65
- +4 vs. Q1 2026
- Shares held
- 12.4M
- −66.0K (−0.5%) vs. Q1 2026
- Total value
- $180.3M
- +$1.05M (+0.6%) vs. Q1 2026
- New holders
- 9
- 21 more added
- Sold out
- 5
- 22 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PAXS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 65 | $180.3M |
| Q1 2026 | 64 | $180.0M |
| Q4 2025 | 65 | $173.8M |
| Q3 2025 | 69 | $178.8M |
| Q2 2025 | 62 | $177.5M |
| Q1 2025 | 67 | $160.3M |
| Q4 2024 | 69 | $153.6M |
| Q3 2024 | 57 | $161.4M |
| Q2 2024 | 49 | $160.1M |
| Q1 2024 | 49 | $187.8M |
| Q4 2023 | 45 | $157.6M |
| Q3 2023 | 42 | $147.9M |
| Q2 2023 | 44 | $162.5M |
| Q1 2023 | 38 | $167.3M |
| Q4 2022 | 37 | $134.3M |
| Q3 2022 | 34 | $131.3M |
| Q2 2022 | 22 | $91.6M |
| Q1 2022 | 14 | $56.5M |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding PIMCO Access Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1,857,213 | $27.0M | 0.00% | +24,853+1.4% | Added |
| Morgan Stanley | 1,494,857 | $21.8M | 0.00% | −4,718−0.3% | Reduced |
| Cerity Partners LLC | 1,378,894 | $20.1M | 0.02% | −154,057−10.0% | Reduced |
| Penserra Capital Management LLC | 1,313,790 | $19.1M | 0.15% | +50,127+4.0% | Added |
| Cohen & Steers, Inc. | 1,100,337 | $16.0M | 0.03% | +77,337+7.6% | Added |
| Royal Bank of Canada | 1,063,945 | $15.5M | 0.00% | −88,900−7.7% | Reduced |
| UBS Group AG | 914,169 | $13.3M | 0.00% | −55,445−5.7% | Reduced |
| Bank of America Corp | 638,943 | $9.30M | 0.00% | +217,622+51.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 311,965 | $4.54M | 1.39% | −128,030−29.1% | Reduced |
| Envestnet Asset Management Inc | 311,261 | $4.53M | 0.00% | +23,984+8.3% | Added |
| Element Wealth, LLC | 194,871 | $2.84M | 1.07% | −3,160−1.6% | Reduced |
| Corrado Advisors, LLC | 164,754 | $2.40M | 1.10% | +4,486+2.8% | Added |
| LPL Financial LLC | 155,507 | $2.26M | 0.00% | −38,386−19.8% | Reduced |
| Rockefeller Capital Management L.P. | 142,752 | $2.08M | 0.00% | −33,708−19.1% | Reduced |
| Smith, Moore & Co. | 130,988 | $1.91M | 0.12% | +3,419+2.7% | Added |
| Noble Wealth Management PBC | 125,967 | $1.83M | 0.84% | +6,899+5.8% | Added |
| Advisor Group Holdings, Inc. | 90,315 | $1.31M | 0.00% | +40,404+81.0% | Added |
| HighTower Advisors, LLC | 68,700 | $999.6K | 0.00% | +43,700+174.8% | Added |
| Raymond James Financial Inc | 67,109 | $976.4K | 0.00% | −1,728−2.5% | Reduced |
| Janney Montgomery Scott LLC | 49,500 | $720.0K | 0.00% | +7,435+17.7% | Added |
| Wealth Care LLC | 45,836 | $666.9K | 0.54% | +20,690+82.3% | Added |
| Independent Financial Group, LLC | 44,732 | $650.9K | 0.01% | −768−1.7% | Reduced |
| Bramshill Investments, LLC | 44,174 | $642.7K | 0.05% | +485+1.1% | Added |
| Wedbush Securities Inc | 44,119 | $642.0K | 0.02% | +1,979+4.7% | Added |
| Commonwealth Equity Services, LLC | 43,552 | $633.7K | 0.00% | +2,344+5.7% | Added |
| Crumly & Associates Inc. | 39,750 | $578.4K | 0.11% | 00.0% | Unchanged |
| Courier Capital LLC | 37,201 | $541.3K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 34,866 | $509.2K | 0.01% | −1,480−4.1% | Reduced |
| Chicago Partners Investment Group LLC | 31,096 | $436.0K | 0.01% | +3,360+12.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,446 | $414.0K | 0.00% | +9,194+47.8% | Added |
| Integrated Wealth Concepts LLC | 28,135 | $409.4K | 0.00% | −2,335−7.7% | Reduced |
| Truist Financial Corp | 27,858 | $405.3K | 0.00% | −480−1.7% | Reduced |
| XTX Topco Ltd | 26,734 | $389.0K | 0.01% | +12,520+88.1% | Added |
| Cetera Investment Advisers | 25,356 | $368.9K | 0.00% | +2,679+11.8% | Added |
| Stifel Financial Corp | 23,933 | $348.2K | 0.00% | −1,265−5.0% | Reduced |
| First Trust Advisors LP | 20,420 | $297.1K | 0.00% | −314−1.5% | Reduced |
| Mathes Company, Inc. | 20,000 | $291.0K | 0.09% | −2,000−9.1% | Reduced |
| Rivernorth Capital Management, LLC | 19,996 | $290.9K | 0.01% | −74,493−78.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 17,818 | $259.3K | 0.10% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 17,250 | $251.0K | 0.08% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 16,728 | $243.4K | 0.00% | +16,728 | New |
| HRT Financial LP | 16,589 | $241.0K | 0.00% | +16,589 | New |
| Citadel Advisors LLC | 15,682 | $228.2K | 0.00% | +15,682 | New |
| Advisors Asset Management, Inc. | 15,417 | $224.3K | 0.00% | +14,994+3,544.7% | Added |
| Northeast Planning Associates, Inc. | 15,410 | $224.2K | 0.17% | 00.0% | Unchanged |
| BlackRock, Inc. | 13,132 | $191.1K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 12,330 | $179.4K | 0.02% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 12,047 | $175.3K | 0.06% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 11,580 | $168.5K | 0.00% | −8,420−42.1% | Reduced |
| Resources Investment Advisors, LLC. | 11,145 | $162.2K | 0.00% | +11,145 | New |
| Focus Financial Network, Inc. | 10,500 | $154.3K | 0.00% | +10,500 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,310 | $150.0K | 0.00% | −1,900−15.6% | Reduced |
| LifePlan Investment Advisors, Inc. | 10,000 | $145.5K | 0.05% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $145.5K | 0.00% | +10,000 | New |
| Huntington National Bank | – | $56.6K | 0.00% | – | – |
| Activest Wealth Management | 2,500 | $36.4K | 0.01% | −5,000−66.7% | Reduced |
| Commonwealth Retirement Investments LLC | 1,300 | $18.9K | 0.01% | +1,300 | New |
| FNY Investment Advisers, LLC | 1,100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,030 | $15.0K | 0.00% | +1,030 | New |
| GHP Investment Advisors, Inc. | 939 | $13.7K | 0.00% | −1,886−66.8% | Reduced |
| Osbon Capital Management LLC | 533 | $7.75K | 0.01% | −4,126−88.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 500 | $7.28K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 400 | $5.82K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 283 | $4.12K | 0.00% | +6+2.2% | Added |
| JPMorgan Chase & Co | 18 | $260 | 0.00% | +18 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −66,027−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,832−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −11,837−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,207−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |
| Anfield Capital Management, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |