PIMCO Access Income Fund - PAXS
Detailed investor-level table based on 13F positions.
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 | No change | 1,857,213 | 27,022 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,494,857 | 21,750 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 1,378,894 | 20,062 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 1,313,790 | 19,115 | 0.15% | 0.15% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COHEN & STEERS, INC. | History | No change | 1,100,337 | 16,010 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,063,945 | 15,481 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 914,169 | 13,301 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 638,943 | 9,296 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 311,965 | 4,539 | 1.39% | 1.39% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 311,261 | 4,528 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Element Wealth, LLC | History | No change | 194,871 | 2,835 | 1.06% | 1.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORRADO ADVISORS, LLC | History | No change | 164,754 | 2,397 | 1.1% | 1.1% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | No change | 155,507 | 2,262 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 142,752 | 2,077 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | Added to | 147,286 | 1,948 | 0.87% | 0.82% | 15 | +21,319 | 16.92% | Q3 2026 | Oct 01, 2026 |
| SMITH, MOORE & CO. | History | No change | 130,988 | 1,905 | 0.12% | 0.12% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 90,315 | 1,314 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 68,700 | 999 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 67,109 | 976 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 49,500 | 720 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealth Care LLC | History | No change | 45,836 | 666 | 0.54% | 0.54% | 21 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 44,732 | 650 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 44,119 | 642 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bramshill Investments, LLC | History | No change | 44,174 | 642 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 43,552 | 633 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COURIER CAPITAL LLC | History | No change | 37,201 | 541 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Crumly & Associates Inc. | History | No change | 39,750 | 525 | 0.09% | 0.11% | 27 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| CHOREO, LLC | History | No change | 34,866 | 509 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 31,096 | 435 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 28,135 | 409 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 27,858 | 405 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XTX Topco Ltd | History | No change | 26,734 | 388 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 25,356 | 368 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 23,933 | 348 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 20,420 | 297 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mathes Company, Inc. | History | No change | 20,000 | 291 | 0.09% | 0.09% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 19,996 | 290 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 17,818 | 259 | 0.1% | 0.1% | 38 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 17,250 | 250 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Baird Financial Group, Inc. | History | No change | 16,728 | 243 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 16,589 | 241 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 15,682 | 228 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Advisors Asset Management, Inc. | History | No change | 15,417 | 224 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 15,410 | 224 | 0.17% | 0.17% | 44 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 14,223 | 207 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 13,132 | 191 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NWF Advisory Services Inc. | History | No change | 12,330 | 179 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | No change | 12,047 | 175 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Corient Private Wealth LP | History | No change | 11,580 | 168 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 11,145 | 162 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Financial Network, Inc. | History | No change | 10,500 | 154 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| &PARTNERS | History | No change | 10,310 | 150 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | No change | 10,000 | 145 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 10,000 | 145 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,891 | 56 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Activest Wealth Management | History | No change | 2,500 | 36 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 1,300 | 18 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FNY Investment Advisers, LLC | History | No change | 1,100 | 16 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Continuum Advisory, LLC | History | No change | 1,030 | 14 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 939 | 13 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 500 | 7 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Osbon Capital Management LLC | History | No change | 533 | 7 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 400 | 5 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 283 | 4 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |