PIMCO ACCESS INCOME FUND (PAXS) Institutional Ownership Changes & 13F Activity
PIMCO ACCESS INCOME FUND (PAXS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Cerity Partners Llc, Royal Bank Of Canada, Cohen & Steers, Inc., and Rivernorth Capital Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -2,335 | -7.7% | 28,135 | $409.36K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +15,682 | — | 15,682 | $228.17K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -8,420 | -42.1% | 11,580 | $168.49K | Q2 2026 | Aug 27, 2026 |
| Bank Of America Corp | Buy | +217,622 | +51.7% | 638,943 | $9.30M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -154,057 | -10.0% | 1,378,894 | $20.06M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -88,900 | -7.7% | 1,063,945 | $15.48M | Q2 2026 | Aug 14, 2026 |
| Cohen & Steers, Inc. | Buy | +77,337 | +7.6% | 1,100,337 | $16.01M | Q2 2026 | Aug 14, 2026 |
| Rivernorth Capital Management, Llc | Sell | -74,493 | -78.8% | 19,996 | $290.94K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +40,404 | +81.0% | 90,315 | $1.31M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +24,853 | +1.4% | 1,857,213 | $27.02M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +16,589 | — | 16,589 | $241.00K | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +14,994 | +3544.7% | 15,417 | $224.32K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +12,520 | +88.1% | 26,734 | $388.98K | Q2 2026 | Aug 14, 2026 |
| Nomura Holdings Inc | Buy | +10,000 | — | 10,000 | $145.50K | Q2 2026 | Aug 14, 2026 |
| Element Wealth, Llc | Sell | -3,160 | -1.6% | 194,871 | $2.84M | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -1,900 | -15.6% | 10,310 | $150.01K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -1,728 | -2.5% | 67,109 | $976.44K | Q2 2026 | Aug 14, 2026 |
| Bramshill Investments, Llc | Buy | +485 | +1.1% | 44,174 | $642.73K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -55,445 | -5.7% | 914,169 | $13.30M | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management Llc | Buy | +50,127 | +4.0% | 1,313,790 | $19.11M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -33,708 | -19.1% | 142,752 | $2.08M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -4,718 | -0.3% | 1,494,857 | $21.75M | Q2 2026 | Aug 13, 2026 |
| Osbon Capital Management Llc | Sell | -4,126 | -88.6% | 533 | $7.75K | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | Buy | +16,728 | — | 16,728 | $243.39K | Q2 2026 | Aug 12, 2026 |
| Smith, Moore & Co. | Buy | +3,419 | +2.7% | 130,988 | $1.91M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +2,679 | +11.8% | 25,356 | $368.93K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -1,265 | -5.0% | 23,933 | $348.23K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +18 | — | 18 | $260.00 | Q2 2026 | Aug 12, 2026 |
| Mathes Company, Inc. | Sell | -2,000 | -9.1% | 20,000 | $291.00K | Q2 2026 | Aug 11, 2026 |
| First Trust Advisors Lp | Sell | -314 | -1.5% | 20,420 | $297.11K | Q2 2026 | Aug 11, 2026 |
Frequently asked questions about PAXS activity
Which institutional owners are buying PAXS?
Institutional owners buying PAXS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PAXS activity?
"Buy" means an investor increased their reported position in PAXS compared to the prior reporting period. This reflects growing exposure to PIMCO ACCESS INCOME FUND (PAXS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PAXS increasing?
Institutional interest in PAXS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related PAXS Institutional Insights
- PAXS Overview
- PAXS 13F Institutional Holders
- PAXS Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- PAXS Insider Trading & SEC Form 4 Activity
- PAXS Articles
- Top Institutional Investor Stock Rankings