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PIMCO Access Income Fund (PAXS) Institutional Ownership

PIMCO Access Income Fund logo
$14.16 +0.13 (+0.89%)
As of 12:01 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Access Income Fund (NYSE:PAXS)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$25.77M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$13.23M
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PAXS Institutional Buying and Selling by Quarter

PIMCO Access Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE421,321$6.07M0.0%+6.2%0.000%
5/18/2026 Rivernorth Capital Management LLC94,489$1.36M0.1%N/A0.000%
5/18/2026 Royal Bank of Canada1,152,845$16.61M0.0%+12.5%0.000%
5/13/2026 Cetera Investment Advisers22,677$327K0.0%-12.3%0.000%
5/6/2026 Independent Financial Group LLC28,550$411K0.0%N/A0.000%
5/4/2026 Chicago Partners Investment Group LLC27,736$406K0.0%-4.4%0.000%
5/1/2026 Corrado Advisors LLC160,268$2.31M1.2%+5.6%0.000%
4/24/2026 Wealth Care LLC25,146$362K0.3%N/A0.000%
4/21/2026 GHP Investment Advisors Inc.2,825$41K0.0%N/A0.000%
3/17/2026 Rockefeller Capital Management L.P.156,304$2.39M0.0%-1.0%0.000%
3/9/2026 Corient Private Wealth LLC21,391$327K0.0%-33.2%0.000%
3/3/2026 NWF Advisory Services Inc.12,330$189K0.0%-16.0%0.000%
2/23/2026 Virtu Financial LLC21,530$329K0.0%N/A0.000%
2/19/2026 Corient Private Wealth LLC21,391$327K0.0%-33.2%0.000%
2/17/2026 Cetera Investment Advisers25,849$395K0.0%+6.9%0.000%
2/17/2026 Osaic Holdings Inc.89,182$1.37M0.0%+9.6%0.000%
2/17/2026 &PARTNERS16,110$246K0.0%-51.8%0.000%
2/17/2026 Royal Bank of Canada1,025,039$15.68M0.0%+8.6%0.000%
2/16/2026 Element Wealth LLC198,309$3.03M1.3%-1.4%0.000%
2/13/2026 Kestra Advisory Services LLC2,205$34K0.0%N/A0.000%
2/13/2026 CreativeOne Wealth LLC11,712$179K0.0%-7.0%0.000%
2/13/2026 Thomas J. Herzfeld Advisors Inc.747,910$11.44M3.9%+55.3%0.000%
2/13/2026 Stifel Financial Corp25,001$383K0.0%+62.1%0.000%
2/13/2026 First Trust Advisors LP20,734$317K0.0%+31.8%0.000%
2/13/2026 Wells Fargo & Company MN1,768,979$27.07M0.0%+3.0%0.000%
2/13/2026 Cohen & Steers Inc.911,766$13.95M0.0%+4.2%0.000%
2/12/2026 Jane Street Group LLC52,356$801K0.0%N/A0.000%
2/12/2026 Commonwealth Equity Services LLC46,431$710K0.0%+16.7%0.000%
2/12/2026 Marex Group plc21,787$333K0.0%N/A0.000%
2/11/2026 Janney Montgomery Scott LLC42,273$647K0.0%+1.5%0.000%
2/11/2026 Cerity Partners LLC100,002$1.53M0.0%+95.6%0.000%
2/11/2026 LPL Financial LLC161,882$2.48M0.0%+13.7%0.000%
2/10/2026 Corrado Advisors LLC151,760$2.32M1.2%+6.9%0.000%
2/2/2026 Truist Financial Corp36,016$551K0.0%-2.6%0.000%
1/30/2026 Activest Wealth Management7,500$115K0.0%N/A0.000%
1/30/2026 SOL Capital Management CO1,471,674$22.52M2.0%+2.8%0.000%
1/29/2026Comerica Bank28,637$438K0.0%+2.8%0.000%
1/29/2026 UBS Group AG1,034,554$15.83M0.0%-25.1%0.000%
1/23/2026 Smith Moore & CO.123,790$1.89M0.1%-2.3%0.000%
1/23/2026 Choreo LLC72,158$1.11M0.0%+13.7%0.000%
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11/25/2025 Alexander Labrunerie & CO. Inc.13,284$216K0.1%+26.5%0.000%
11/18/2025 Advisory Services Network LLC3,750$61K0.0%N/A0.000%
11/17/2025 Mariner LLC24,044$391K0.0%N/A0.000%
11/17/2025 Integrated Wealth Concepts LLC28,696$467K0.0%-7.9%0.000%
11/17/2025 Bank of America Corp DE397,360$6.47M0.0%+6.0%0.000%
11/14/2025 Raymond James Financial Inc.47,859$779K0.0%-9.8%0.000%
11/14/2025Comerica Bank27,858$453K0.0%+2.9%0.000%
11/13/2025 LifePlan Investment Advisors Inc.10,000$163K0.1%N/A0.000%
11/13/2025 UBS Group AG1,380,357$22.46M0.0%-4.9%0.000%
11/13/2025 Private Advisor Group LLC14,659$238K0.0%-66.3%0.000%
11/12/2025 Consolidated Portfolio Review Corp185,551$3.02M0.4%+22.0%0.000%
11/12/2025 Smith Moore & CO.126,706$2.06M0.2%+7.2%0.000%
11/12/2025 Journey Strategic Wealth LLC56,650$922K0.0%+3.7%0.000%
11/12/2025 Choreo LLC63,467$1.04M0.0%+11.2%0.000%
11/10/2025 Bleakley Financial Group LLC20,550$334K0.0%N/A0.000%
11/5/2025 Envestnet Asset Management Inc.472,983$7.70M0.0%+12.3%0.000%
11/3/2025 Corrado Advisors LLC141,946$2.31M1.2%+5.2%0.000%
11/3/2025 Truist Financial Corp36,983$602K0.0%-3.8%0.000%
10/31/2025 PFG Investments LLC10,619$173K0.0%N/A0.000%
10/29/2025 Element Wealth LLC201,119$3.27M1.4%-0.5%0.000%
10/29/2025 SOL Capital Management CO1,431,845$23.30M2.1%+4.4%0.000%
10/15/2025 Iams Wealth Management LLC17,250$281K0.1%N/A0.000%
9/26/2025 Corient Private Wealth LLC31,869$482K0.0%+172.1%0.000%
9/9/2025 NWF Advisory Services Inc.14,748$223K0.0%-11.8%0.000%
9/4/2025 Osaic Holdings Inc.83,260$1.26M0.0%-3.8%0.000%
8/15/2025 Corient Private Wealth LLC31,869$482K0.0%+172.1%0.000%
8/15/2025 Hilton Capital Management LLC12,000$181K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE374,892$5.67M0.0%+21.1%0.000%
8/14/2025 Raymond James Financial Inc.53,031$801K0.0%-37.1%0.000%
8/13/2025 Thomas J. Herzfeld Advisors Inc.435,309$6.58M2.3%+14.4%0.000%
8/13/2025 First Trust Advisors LP15,737$238K0.0%+21.3%0.000%
8/13/2025 Smith Moore & CO.118,196$1.79M0.1%+3.3%0.000%
8/13/2025 Choreo LLC57,078$865K0.0%-33.5%0.000%
8/12/2025 Journey Strategic Wealth LLC54,650$826K0.0%-33.8%0.000%
8/8/2025 Rockefeller Capital Management L.P.157,794$2.38M0.0%+80.5%0.000%
8/6/2025 Wedbush Securities Inc.39,009$589K0.0%-11.1%0.000%
8/6/2025 SouthState Corp9,350$141K0.0%-12.2%0.000%
8/4/2025 World Investment Advisors10,705$162K0.0%-95.9%0.000%
8/1/2025 Corrado Advisors LLC134,944$2.04M1.2%+6.9%0.000%
8/1/2025 Alexander Labrunerie & CO. Inc.10,500$159K0.1%N/A0.000%
8/1/2025 Envestnet Asset Management Inc.421,232$6.37M0.0%+19.9%0.000%
7/29/2025 Chicago Partners Investment Group LLC28,535$432K0.0%+14.5%0.000%
7/18/2025 Consolidated Portfolio Review Corp152,030$2.30M0.3%+53.0%0.000%
5/16/2025Integrated Wealth Concepts LLC20,968$337K0.0%N/A0.000%
5/15/2025Royal Bank of Canada423,621$6.80M0.0%+21.8%0.000%
5/14/2025Ieq Capital LLC250,000$4.02M0.0%N/A0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.380,600$6.11M2.1%+6.2%0.000%
5/14/2025Comerica Bank26,308$423K0.0%+2.8%0.000%
5/14/2025SVB Wealth LLC1,721$28K0.0%N/A0.000%
5/12/2025SouthState Corp10,650$171K0.0%+13.9%0.000%
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5/9/2025Atria Wealth Solutions Inc.29,875$484K0.0%+6.0%0.000%
5/8/2025XTX Topco Ltd17,977$289K0.0%-23.5%0.000%
5/7/2025LPL Financial LLC117,234$1.88M0.0%-5.7%0.000%
5/6/2025Cetera Investment Advisers21,293$342K0.0%+36.7%0.000%
5/6/2025Journey Strategic Wealth LLC82,588$1.33M0.0%+21.7%0.000%
5/6/2025Choreo LLC85,800$1.39M0.0%+4.6%0.000%
5/5/2025Private Advisor Group LLC45,118$725K0.0%N/A0.000%
5/1/2025Corrado Advisors LLC126,208$2.03M1.4%+3.0%0.000%
4/30/2025Cerity Partners LLC51,138$821K0.0%+2.3%0.000%
4/29/2025Envestnet Asset Management Inc.351,375$5.64M0.0%+18.6%0.000%


PAXS Institutional Ownership - Frequently Asked Questions

During the previous two years, 74 institutional investors and hedge funds held shares of PIMCO Access Income Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($27.07M), SOL Capital Management CO ($22.52M), Royal Bank of Canada ($16.61M), UBS Group AG ($15.83M), Cohen & Steers Inc. ($13.95M), Thomas J. Herzfeld Advisors Inc. ($11.44M), and Envestnet Asset Management Inc. ($7.70M).Learn more on PIMCO Access Income Fund's institutional investors.

Of the 67 institutional investors that purchased PIMCO Access Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: World Investment Advisors LLC ($1.44M), SOL Capital Management CO ($679.37K), Thomas J. Herzfeld Advisors Inc. ($396.25K), Wells Fargo & Company MN ($285.65K), Royal Bank of Canada ($285.12K), Envestnet Asset Management Inc. ($261.80K), and Ieq Capital LLC ($250K).

Institutional investors have bought a total of 1,688,206 shares in the last 24 months. This purchase volume represents approximately $25.77M in transactions.

Of the 20 institutional investors that sold PIMCO Access Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($416.60K), World Investment Advisors ($252.91K), Raymond James Financial Inc. ($36.43K), Private Advisor Group LLC ($28.81K), Choreo LLC ($28.72K), Journey Strategic Wealth LLC ($27.94K), and Corient Private Wealth LLC ($21.28K).

Institutional investors have sold a total of 862,203 shares in the last 24 months. This volume of shares sold represents approximately $13.23M in transactions.


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This page (NYSE:PAXS) was last updated on 6/24/2026 by MarketBeat.com Staff.
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