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 2025
Institutional positions in PIMCO Access Income Fund as of Jun 30, 2025. 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
- 62
- −3 vs. Q1 2025
- Shares held
- 10.7M
- +758.7K (+7.7%) vs. Q1 2025
- Total value
- $161.2M
- +$2.04M (+1.3%) vs. Q1 2025
- New holders
- 8
- 27 more added
- Sold out
- 11
- 13 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding PIMCO Access Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1,569,957 | $23.7M | 0.01% | +218,219+16.1% | Added |
| UBS Group AG | 1,451,152 | $21.9M | 0.00% | +17,013+1.2% | Added |
| SOL Capital Management CO | 1,371,484 | $20.7M | 2.01% | −10,051−0.7% | Reduced |
| Morgan Stanley | 1,031,779 | $15.6M | 0.00% | +46,857+4.8% | Added |
| Royal Bank of Canada | 924,227 | $14.0M | 0.00% | +500,606+118.2% | Added |
| Cohen & Steers, Inc. | 859,487 | $13.0M | 0.02% | +22,669+2.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 435,309 | $6.58M | 2.35% | +54,709+14.4% | Added |
| Envestnet Asset Management Inc | 421,232 | $6.36M | 0.00% | +69,857+19.9% | Added |
| Bank of America Corp | 374,892 | $5.66M | 0.00% | +65,266+21.1% | Added |
| Rivernorth Capital Management, LLC | 257,424 | $3.89M | 0.22% | +257,424 | New |
| Element Wealth, LLC | 202,047 | $3.05M | 1.40% | −17,932−8.2% | Reduced |
| Rockefeller Capital Management L.P. | 157,794 | $2.38M | 0.01% | +70,382+80.5% | Added |
| Consolidated Portfolio Review Corp | 152,030 | $2.30M | 0.32% | +52,639+53.0% | Added |
| Corrado Advisors, LLC | 134,944 | $2.04M | 1.25% | +8,736+6.9% | Added |
| LPL Financial LLC | 122,594 | $1.85M | 0.00% | +5,360+4.6% | Added |
| Smith, Moore & Co. | 118,196 | $1.79M | 0.15% | +3,726+3.3% | Added |
| Advisor Group Holdings, Inc. | 83,260 | $1.26M | 0.00% | −3,323−3.8% | Reduced |
| Stifel Financial Corp | 60,370 | $912.2K | 0.00% | +8,906+17.3% | Added |
| RSM US Wealth Management LLC | 57,078 | $864.6K | 0.01% | −28,722−33.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 54,980 | $831.0K | 0.00% | +9,492+20.9% | Added |
| Journey Strategic Wealth LLC | 54,650 | $825.8K | 0.03% | −27,938−33.8% | Reduced |
| Raymond James Financial Inc | 53,031 | $801.3K | 0.00% | −31,262−37.1% | Reduced |
| Cerity Partners LLC | 51,138 | $772.7K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 50,100 | $757.0K | 0.02% | −7,000−12.3% | Reduced |
| Bramshill Investments, LLC | 44,709 | $675.6K | 0.07% | −98−0.2% | Reduced |
| Private Advisor Group, LLC | 43,467 | $656.8K | 0.00% | −1,651−3.7% | Reduced |
| Crumly & Associates Inc. | 39,750 | $600.6K | 0.15% | 00.0% | Unchanged |
| Wedbush Securities Inc | 39,009 | $589.0K | 0.02% | −4,874−11.1% | Reduced |
| Truist Financial Corp | 38,462 | $581.2K | 0.00% | +86+0.2% | Added |
| Commonwealth Equity Services, LLC | 38,481 | $581.0K | 0.00% | +4,276+12.5% | Added |
| Courier Capital LLC | 37,201 | $562.1K | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 31,869 | $481.5K | 0.00% | +20,157+172.1% | Added |
| Integrated Wealth Concepts LLC | 31,148 | $470.6K | 0.00% | +10,180+48.6% | Added |
| Chicago Partners Investment Group LLC | 28,535 | $432.3K | 0.01% | +3,612+14.5% | Added |
| Comerica Bank | 27,074 | $409.1K | 0.00% | +766+2.9% | Added |
| Mathes Company, Inc. | 22,000 | $332.0K | 0.12% | 00.0% | Unchanged |
| Virtu Financial LLC | 21,747 | $329.0K | 0.02% | +21,747 | New |
| BlackRock, Inc. | 21,562 | $325.8K | 0.00% | +4,000+22.8% | Added |
| Cetera Investment Advisers | 21,414 | $323.6K | 0.00% | +121+0.6% | Added |
| Fortitude Advisory Group L.L.C. | 17,818 | $269.2K | 0.15% | 00.0% | Unchanged |
| First Trust Advisors LP | 15,737 | $237.8K | 0.00% | +2,760+21.3% | Added |
| NWF Advisory Services Inc. | 14,748 | $222.8K | 0.03% | −1,975−11.8% | Reduced |
| Change Path, LLC | 12,775 | $193.0K | 0.01% | +115+0.9% | Added |
| Hilton Capital Management, LLC | 12,000 | $181.3K | 0.01% | +12,000 | New |
| Capital Investment Advisors, LLC | 10,800 | $163.2K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 10,705 | $161.8K | 0.00% | −252,905−95.9% | Reduced |
| Alexander Labrunerie & Co., Inc. | 10,500 | $158.7K | 0.07% | +10,500 | New |
| South State Corp. | 9,350 | $141.3K | 0.01% | −1,300−12.2% | Reduced |
| Huntington National Bank | – | $58.8K | 0.00% | – | – |
| Anfield Capital Management, LLC | 3,664 | $55.4K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 2,747 | $41.5K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,350 | $20.4K | 0.00% | +1,350 | New |
| Steward Partners Investment Advisory, LLC | 1,250 | $18.9K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,100 | $16.0K | 0.01% | +300+37.5% | Added |
| Newbridge Financial Services Group, Inc. | 1,000 | $15.1K | 0.00% | +1,000 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 700 | $10.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 650 | $9.82K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 616 | $9.31K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $7.55K | 0.00% | +500 | New |
| Financial Management Professionals, Inc. | 292 | $4.46K | 0.00% | +40+15.9% | Added |
| Creekmur Asset Management LLC | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 50 | $0 | 0.00% | +50 | New |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −29,875−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −22,804−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −17,977−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −16,130−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −13,109−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −4,186−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −1,721−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −1,486−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −446−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Noble Wealth Management PBC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |