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 $180.1M in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in PIMCO Access Income Fund as of Jun 30, 2022. 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
- 22
- +8 vs. Q1 2022
- Shares held
- 5.79M
- +2.69M (+87.1%) vs. Q1 2022
- Total value
- $91.6M
- +$35.1M (+62.1%) vs. Q1 2022
- New holders
- 9
- 10 more added
- Sold out
- 1
- 3 more reduced
Compare with Q1 2022: 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 | $180.1M |
| Q1 2026 | 64 | $180.0M |
| Q4 2025 | 65 | $173.5M |
| Q3 2025 | 69 | $178.8M |
| Q2 2025 | 62 | $161.2M |
| Q1 2025 | 67 | $160.3M |
| Q4 2024 | 69 | $153.6M |
| Q3 2024 | 57 | $161.4M |
| Q2 2024 | 49 | $160.1M |
| Q1 2024 | 49 | $159.3M |
| Q4 2023 | 45 | $144.3M |
| 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 2022
Shares, value and share of portfolio for each institution holding PIMCO Access Income Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spire Wealth Management | 125 | $2.00K | 0.00% | +125 | New |
| Avion Wealth | 713 | $11.0K | 0.00% | +713 | New |
| Almitas Capital LLC | 9,357 | $148.0K | 0.08% | −30,643−76.6% | Reduced |
| Mathes Company, Inc. | 12,000 | $190.0K | 0.09% | +12,000 | New |
| Hilton Capital Management, LLC | 12,000 | $190.0K | 0.02% | +12,000 | New |
| Advisor Group Holdings, Inc. | 13,119 | $207.0K | 0.00% | +13,119 | New |
| Rockefeller Capital Management L.P. | 14,369 | $227.0K | 0.00% | +1,619+12.7% | Added |
| Wedbush Securities Inc | 17,914 | $284.0K | 0.02% | +17,914 | New |
| Lido Advisors, LLC | 20,000 | $316.0K | 0.01% | +20,000 | New |
| Wells Fargo & Company | 45,010 | $713.0K | 0.00% | +28,010+164.8% | Added |
| Journey Strategic Wealth LLC | 45,331 | $718.0K | 0.10% | +10,331+29.5% | Added |
| Covington Capital Management | 50,000 | $792.0K | 0.03% | +50,000 | New |
| Bank of America Corp | 64,325 | $1.02M | 0.00% | +29,520+84.8% | Added |
| Crumly & Associates Inc. | 109,403 | $1.73M | 0.72% | −58,097−34.7% | Reduced |
| Element Wealth, LLC | 187,815 | $2.97M | 2.96% | +8,717+4.9% | Added |
| Corrado Advisors, LLC | 203,843 | $3.23M | 2.29% | −3,530−1.7% | Reduced |
| SOL Capital Management CO | 259,725 | $4.11M | 0.83% | +115,200+79.7% | Added |
| Royal Bank of Canada | 331,839 | $5.25M | 0.00% | +78,120+30.8% | Added |
| Ulrich Consultants & Investment Group, LLC | 645,750 | $10.2M | 5.60% | +645,750 | New |
| Rivernorth Capital Management, LLC | 927,968 | $14.7M | 0.60% | +732,512+374.8% | Added |
| UBS Group AG | 983,681 | $15.6M | 0.01% | +839,352+581.6% | Added |
| Morgan Stanley | 1,833,081 | $29.0M | 0.00% | +247,719+15.6% | Added |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −76,462−100.0% | Sold out |