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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cerity Partners Llc, Penserra Capital Management Llc, Thomas J. Herzfeld Advisors, Inc., Morgan Stanley, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+63,381+3.6%1,832,360$26.40MQ1 2026Jul 08, 2026
Bank Of America CorpBuy+24,721+6.2%421,321$6.07MQ1 2026May 18, 2026
Cerity Partners LlcBuy+1,432,949+1432.9%1,532,951$22.09MQ1 2026May 15, 2026
Morgan StanleyBuy+223,503+17.5%1,499,575$21.61MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+127,806+12.5%1,152,845$16.61MQ1 2026May 15, 2026
Cohen & Steers, Inc.Buy+111,234+12.2%1,023,000$14.74MQ1 2026May 15, 2026
Rivernorth Capital Management, LlcBuy+94,489—94,489$1.36MQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-39,271-44.0%49,911$719.22KQ1 2026May 15, 2026
Integrated Wealth Concepts LlcBuy+30,470—30,470$439.08KQ1 2026May 15, 2026
Xtx Topco LtdBuy+14,214—14,214$204.82KQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+10,207—10,207$147.08KQ1 2026May 15, 2026
Osbon Capital Management LlcBuy+4,659—4,659$67.13KQ1 2026May 15, 2026
&PartnersSell-3,900-24.2%12,210$175.95KQ1 2026May 15, 2026
Corient Private Wealth LlcSell-1,391-6.5%20,000$288.00Q1 2026May 15, 2026
Huntington National BankSell-1,100-22.0%3,891$56.07KQ1 2026May 15, 2026
Advisors Asset Management, Inc.Buy+423—423$6.09KQ1 2026May 15, 2026
Bramshill Investments, LlcSell-274-0.6%43,689$629.56KQ1 2026May 15, 2026
Creativeone Wealth, LlcBuy+125+1.1%11,837$170.57KQ1 2026May 15, 2026
Raymond James Financial IncBuy+22,075+47.2%68,837$991.94KQ1 2026May 14, 2026
Rockefeller Capital Management L.P.Buy+20,156+12.9%176,460$2.54MQ1 2026May 14, 2026
Virtu Financial LlcSell-5,698-26.5%15,832$228.00KQ1 2026May 14, 2026
Cwm, LlcBuy+267+46.0%847$12.20KQ1 2026May 14, 2026
Choreo, LlcSell-35,812-49.6%36,346$526.15KQ1 2026May 13, 2026
Cetera Investment AdvisersSell-3,172-12.3%22,677$326.77KQ1 2026May 13, 2026
Thomas J. Herzfeld Advisors, Inc.Sell-307,915-41.2%439,995$6.34MQ1 2026May 12, 2026
Jane Street Group, LlcBuy+13,671+26.1%66,027$951.45KQ1 2026May 12, 2026
Stifel Financial CorpBuy+197+0.8%25,198$363.10KQ1 2026May 12, 2026
Penserra Capital Management LlcBuy+1,263,663—1,263,663$18.21MQ1 2026May 11, 2026
Pnc Financial Services Group, Inc.Buy+1,045—1,045$15.06KQ1 2026May 08, 2026
Lpl Financial LlcBuy+32,011+19.8%193,893$2.79MQ1 2026May 06, 2026
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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.

PAXS Institutional Ownership Changes and 13F Activity Q1 2026 | InsiderSet