PIMCO Access Income Fund - PAXS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 1,768,979 | 27,065 | 0.0% | 0.01% | 1 | +51,523 | 3.0% | Q4 2025 | Feb 13, 2026 |
| SOL Capital Management CO | History | Added to | 1,471,674 | 22,517 | 2.02% | 2.09% | 2 | +39,829 | 2.78% | Q4 2025 | Jan 30, 2026 |
| MORGAN STANLEY | History | Added to | 1,276,072 | 19,523 | 0.0% | 0.0% | 3 | +198,461 | 18.42% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 1,034,554 | 15,828 | 0.0% | 0.0% | 4 | -345,803 | -25.05% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,025,039 | 15,683 | 0.0% | — | 5 | +1,025,039 | New | Q4 2025 | Feb 17, 2026 |
| COHEN & STEERS, INC. | History | Added to | 911,766 | 13,950 | 0.03% | 0.03% | 6 | +36,392 | 4.16% | Q4 2025 | Feb 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 747,910 | 11,443 | 3.87% | 2.68% | 7 | +266,473 | 55.35% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 592,951 | 9,072 | 0.0% | 0.0% | 8 | +119,968 | 25.36% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 396,600 | 6,067 | 0.0% | 0.0% | 9 | -760 | -0.19% | Q4 2025 | Feb 17, 2026 |
| Element Wealth, LLC | History | Reduced | 198,309 | 3,034 | 1.25% | 1.42% | 10 | -2,810 | -1.4% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 161,882 | 2,476 | 0.0% | 0.0% | 11 | +19,453 | 13.66% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 156,304 | 2,391 | 0.0% | 0.01% | 12 | -1,528 | -0.97% | Q4 2025 | Mar 16, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 151,760 | 2,321 | 1.16% | 1.24% | 13 | +9,814 | 6.91% | Q4 2025 | Feb 10, 2026 |
| Noble Wealth Management PBC | History | Reduced | 125,244 | 1,916 | 0.96% | 1.09% | 14 | -116 | -0.09% | Q4 2025 | Jan 05, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 123,790 | 1,893 | 0.14% | 0.16% | 15 | -2,916 | -2.3% | Q4 2025 | Jan 23, 2026 |
| Cerity Partners LLC | History | Added to | 100,002 | 1,530 | 0.0% | 0.0% | 16 | +48,864 | 95.55% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 89,182 | 1,364 | 0.0% | 0.0% | 17 | +7,779 | 9.56% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 72,158 | 1,112 | 0.01% | 0.01% | 18 | +8,691 | 13.69% | Q4 2025 | Jan 23, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 65,650 | 1,004 | 0.03% | 0.03% | 19 | +9,000 | 15.89% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 52,356 | 801 | 0.0% | — | 20 | +52,356 | New | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 46,762 | 715 | 0.0% | 0.0% | 21 | -1,097 | -2.29% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 46,431 | 710 | 0.0% | 0.0% | 22 | +6,633 | 16.67% | Q4 2025 | Feb 12, 2026 |
| Bramshill Investments, LLC | History | Added to | 43,963 | 672 | 0.04% | 0.05% | 23 | +288 | 0.66% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 42,273 | 647 | 0.0% | 0.0% | 24 | +643 | 1.54% | Q4 2025 | Feb 11, 2026 |
| Crumly & Associates Inc. | History | No change | 39,750 | 608 | 0.13% | 0.14% | 25 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 38,894 | 595 | 0.02% | 0.02% | 26 | -183 | -0.47% | Q4 2025 | Feb 12, 2026 |
| COURIER CAPITAL LLC | History | No change | 37,201 | 569 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 36,016 | 551 | 0.0% | 0.0% | 28 | -967 | -2.61% | Q4 2025 | Feb 02, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 29,027 | 462 | 0.01% | 0.01% | 29 | +154 | 0.53% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Added to | 28,637 | 438 | 0.0% | 0.0% | 30 | +779 | 2.8% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 25,849 | 395 | 0.0% | 0.0% | 31 | +1,678 | 6.94% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 25,001 | 382 | 0.0% | 0.0% | 32 | +9,576 | 62.08% | Q4 2025 | Feb 13, 2026 |
| Mathes Company, Inc. | History | No change | 22,000 | 337 | 0.12% | 0.13% | 33 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Marex Group plc | History | New | 21,787 | 333 | 0.0% | — | 34 | +21,787 | New | Q4 2025 | Feb 12, 2026 |
| Virtu Financial LLC | History | New | 21,530 | 329 | 0.01% | — | 35 | +21,530 | New | Q4 2025 | Feb 23, 2026 |
| Corient Private Wealth LLC | History | Reduced | 21,391 | 327 | 0.0% | 0.0% | 36 | -10,638 | -33.21% | Q4 2025 | Mar 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 20,734 | 317 | 0.0% | 0.0% | 37 | +4,997 | 31.75% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 20,314 | 311 | 0.0% | 0.0% | 38 | -25,679 | -55.83% | Q4 2025 | Feb 05, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 17,818 | 272 | 0.12% | 0.16% | 39 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 17,250 | 263 | 0.09% | 0.11% | 40 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| &PARTNERS | History | Reduced | 16,110 | 246 | 0.0% | 0.0% | 41 | -17,281 | -51.75% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 15,955 | 244 | 0.03% | — | 42 | +15,955 | New | Q4 2025 | Feb 17, 2026 |
| Navis Wealth Advisors, LLC | History | New | 15,733 | 240 | 0.1% | — | 43 | +15,733 | New | Q4 2025 | Feb 13, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Added to | 15,410 | 235 | 0.17% | 0.21% | 44 | +460 | 3.08% | Q4 2025 | Feb 04, 2026 |
| BlackRock, Inc. | History | Added to | 13,132 | 200 | 0.0% | 0.0% | 45 | +8,346 | 174.38% | Q4 2025 | Feb 12, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 12,330 | 188 | 0.02% | 0.03% | 46 | -2,345 | -15.98% | Q4 2025 | Mar 03, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 12,047 | 184 | 0.07% | — | 47 | +12,047 | New | Q4 2025 | Mar 26, 2026 |
| Hilton Capital Management, LLC | History | No change | 12,000 | 183 | 0.01% | 0.02% | 48 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 11,712 | 179 | 0.0% | 0.0% | 49 | -881 | -7.0% | Q4 2025 | Feb 13, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 10,000 | 153 | 0.06% | 0.07% | 50 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SouthState Bank Corp | History | No change | 9,350 | 143 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Activest Wealth Management | History | New | 7,500 | 114 | 0.02% | — | 52 | +7,500 | New | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 4,991 | 76 | 0.0% | 0.0% | 53 | +1,100 | 28.27% | Q4 2025 | Feb 09, 2026 |
| Anfield Capital Management, LLC | History | No change | 3,664 | 56 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,205 | 33 | 0.0% | — | 55 | +2,205 | New | Q4 2025 | Feb 13, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 1,300 | 19 | 0.01% | — | 56 | +1,300 | New | Q4 2025 | Feb 11, 2026 |
| FNY Investment Advisers, LLC | History | No change | 1,100 | 16 | 0.0% | 0.01% | 57 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 914 | 13 | 0.0% | — | 58 | +914 | New | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Added to | 580 | 9 | 0.0% | 0.0% | 59 | +202 | 53.44% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | No change | 616 | 9 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 500 | 7 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 375 | 5 | 0.0% | 0.0% | 62 | -875 | -70.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 261 | 3 | 0.0% | — | 63 | +261 | New | Q4 2025 | Feb 09, 2026 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.38% | — | -185,551 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,696 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,044 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bleakley Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,550 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,659 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,800 | -100.0% | Q3 2025 | Oct 23, 2025 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,619 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,750 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Tanglewood Legacy Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,747 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -650 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pacifica Partners Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -422 | -100.0% | Q3 2025 | Oct 09, 2025 |
| PIN OAK INVESTMENT ADVISORS INC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Nov 17, 2025 |
| ASSETMARK, INC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |