PIMCO Access Income Fund (PAXS) — Institutional Holders, Q2 2026

65 institutional investment managers reported a PAXS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $180.1M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

PAXS in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

9

Added to

21

Trimmed

22

Sold out

5

Biggest buyers

  1. BANK OF AMERICAAdded · +217,622 sh+$3.2M
  2. COHEN & STEERSAdded · +77,337 sh+$1.1M
  3. Penserra Capital ManagementAdded · +50,127 sh+$729.3K
  4. HighTower AdvisorsAdded · +43,700 sh+$635.8K
  5. OSAICAdded · +40,404 sh+$587.9K

Biggest sellers

  1. Cerity PartnersTrimmed · -154,057 sh-$2.2M
  2. Thomas J. Herzfeld AdvisorsTrimmed · -128,030 sh-$1.9M
  3. ROYAL BANK OF CANADATrimmed · -88,900 sh-$1.3M
  4. RIVERNORTH CAPITAL MANAGEMENTTrimmed · -74,493 sh-$1.1M
  5. JANE STREET GROUPSold out · -66,027 sh-$960.7K

PAXS 13F holders ranked 1–65 of 65

Institutional investors reporting a position in PIMCO Access Income Fund on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
WELLS FARGO & COMPANY#1 · 1,857,213 sh$27.0M+1.4%
MORGAN STANLEY#2 · 1,494,857 sh$21.8M-0.3%
Cerity Partners#3 · 1,378,894 sh$20.1M-10.0%
Penserra Capital Management#4 · 1,313,790 sh$19.1M+4.0%
COHEN & STEERS#5 · 1,100,337 sh$16.0M+7.6%
ROYAL BANK OF CANADA#6 · 1,063,945 sh$15.5M-7.7%
UBS Group AG#7 · 914,169 sh$13.3M-5.7%
BANK OF AMERICA#8 · 638,943 sh$9.3M+51.7%
Thomas J. Herzfeld Advisors#9 · 311,965 sh$4.5M-29.1%
ENVESTNET ASSET MANAGEMENT#10 · 311,261 sh$4.5M+8.3%
Element Wealth#11 · 194,871 sh$2.8M-1.6%
CORRADO ADVISORS#12 · 164,754 sh$2.4M+2.8%
LPL Financial#13 · 155,507 sh$2.3M-19.8%
Rockefeller Capital Management L.P.#14 · 142,752 sh$2.1M-19.1%
SMITH, MOORE#15 · 130,988 sh$1.9M+2.7%
Noble Wealth Management PBC#16 · 125,967 sh$1.8M+5.8%
OSAIC#17 · 90,315 sh$1.3M+81.0%
HighTower Advisors#18 · 68,700 sh$999.6K+174.8%
RAYMOND JAMES FINANCIAL#19 · 67,109 sh$976.4K-2.5%
Janney Montgomery Scott#20 · 49,500 sh$720.0K+17.7%
Wealth Care#21 · 45,836 sh$666.9K+82.3%
INDEPENDENT FINANCIAL GROUP#22 · 44,732 sh$650.9K+56.7%
Bramshill Investments#23 · 44,174 sh$642.7K+1.1%
WEDBUSH SECURITIES#24 · 44,119 sh$642.0K+4.7%
COMMONWEALTH EQUITY SERVICES#25 · 43,552 sh$633.7K+5.7%
Crumly & Associates#26 · 39,750 sh$578.4K0.0%
COURIER CAPITAL#27 · 37,201 sh$541.3K0.0%
CHOREO#28 · 34,866 sh$509.2K-4.1%
Chicago Partners Investment Group#29 · 31,096 sh$436.0K+12.1%
Integrated Wealth Concepts#30 · 28,135 sh$409.4K-7.7%
TRUIST FINANCIAL#31 · 27,858 sh$405.3K-1.7%
XTX Topco Ltd#32 · 26,734 sh$389.0K+88.1%
Cetera Investment Advisers#33 · 25,356 sh$368.9K+11.8%
STIFEL FINANCIAL#34 · 23,933 sh$348.2K-5.0%
FIRST ADVISORS#35 · 20,420 sh$297.1K-1.5%
Mathes Company#36 · 20,000 sh$291.0K-9.1%
RIVERNORTH CAPITAL MANAGEMENT#37 · 19,996 sh$290.9K-78.8%
Fortitude Advisory Group L.L.C.#38 · 17,818 sh$259.3K0.0%
IAMS WEALTH MANAGEMENT#39 · 17,250 sh$251.0K0.0%
Baird Financial Group#40 · 16,728 sh$243.4KNew
HRT FINANCIAL#41 · 16,589 sh$241.0KNew
CITADEL ADVISORS#42 · 15,682 sh$228.2KNew
Advisors Asset Management#43 · 15,417 sh$224.3K+3544.7%
NORTHEAST PLANNING ASSOCIATES, / NH#44 · 15,410 sh$224.2K0.0%
Cambridge Investment Research Advisors#45 · 14,223 sh$207.0K-26.1%
BlackRock#46 · 13,132 sh$191.1K0.0%
NWF Advisory Services#47 · 12,330 sh$179.4K0.0%
ALEXANDER LABRUNERIE#48 · 12,047 sh$175.3K0.0%
Corient Private Wealth#49 · 11,580 sh$168.5K-42.1%
OneDigital Investment Advisors#50 · 11,145 sh$162.2KNew
Focus Financial Network#51 · 10,500 sh$154.3KNew
WILEY BROS.-AINTREE CAPITAL#52 · 10,310 sh$150.0K-15.6%
NOMURA#53 · 10,000 sh$145.5KNew
LifePlan Investment Advisors#54 · 10,000 sh$145.5K0.0%
HUNTINGTON NATIONAL BANK#55 · 3,891 sh$56.6K0.0%
Activest Wealth Management#56 · 2,500 sh$36.4K-66.7%
Commonwealth Retirement Investments#57 · 1,300 sh$18.9KNew
FNY Investment Advisers#58 · 1,100 sh$16.0K0.0%
Continuum Advisory#59 · 1,030 sh$15.0KNew
GHP Investment Advisors#60 · 939 sh$13.7K-66.8%
Osbon Capital Management#61 · 533 sh$7.8K-88.6%
MARK SHEPTOFF FINANCIAL PLANNING#62 · 500 sh$7.3K0.0%
IFP Advisors#63 · 400 sh$5.8K0.0%
FIFTH THIRD BANCORP#64 · 283 sh$4.1K+2.2%
JPMORGAN CHASE#65 · 18 sh$260.00New

Funds that sold out of PAXS in Q2 2026 (5)

Held PAXS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held PAXS in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
JANE STREET GROUP66,027 sh$951.4K
Virtu Financial15,832 sh$228.0K
CreativeOne Wealth11,837 sh$170.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP10,207 sh$147.1K
PNC FINANCIAL SERVICES GROUP1,045 sh$15.1K

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.