Vault-13

PIMCO ACCESS INCOME FUND PAXS

SHS BENFIN INT · Closed-End Fund · CUSIP 72203T100

65 institutional holders +1 vs Q1 2026
12,386,58212.4m shares reported held*
$180.3mreported value*
9 new 21 added 22 reduced 5 sold out net sold ≈ $960.9k (-66.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $14.55.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 35Q4 22: 37Q1 23: 39Q2 23: 45Q3 23: 43Q4 23: 46Q1 24: 50Q2 24: 50Q3 24: 58Q4 24: 70Q1 25: 68Q2 25: 63Q3 25: 69Q4 25: 65Q1 26: 64Q2 26: 6565Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202235
Q4 202237
Q1 202339
Q2 202345
Q3 202343
Q4 202346
Q1 202450
Q2 202450
Q3 202458
Q4 202470
Q1 202568
Q2 202563
Q3 202569
Q4 202565
Q1 202664
Q2 202665

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 31 bought or addedQ3 24: 16 cut or sold outQ4 24: 40 bought or addedQ4 24: 20 cut or sold outQ4 24Q1 25: 40 bought or addedQ1 25: 26 cut or sold outQ2 25: 35 bought or addedQ2 25: 25 cut or sold outQ2 25Q3 25: 32 bought or addedQ3 25: 22 cut or sold outQ4 25: 36 bought or addedQ4 25: 29 cut or sold outQ4 25Q1 26: 27 bought or addedQ1 26: 32 cut or sold outQ2 26: 30 bought or addedQ2 26: 27 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243116
Q4 20244020
Q1 20254026
Q2 20253525
Q3 20253222
Q4 20253629
Q1 20262732
Q2 20263027

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +217,622+217.6k
COHEN & STEERS, INC. Added +77,337+77.3k
Penserra Capital Management LLC Added +50,127+50.1k
HighTower Advisors, LLC Added +43,700+43.7k
OSAIC HOLDINGS, INC. Added +40,404+40.4k
WELLS FARGO & COMPANY/MN Added +24,853+24.9k
ENVESTNET ASSET MANAGEMENT INC Added +23,984+24.0k
Wealth Care LLC Added +20,690+20.7k
Baird Financial Group, Inc. New +16,728+16.7k
HRT FINANCIAL LP New +16,589+16.6k

Biggest sellers

Cerity Partners LLC Reduced -154,057-154.1k
Thomas J. Herzfeld Advisors, Inc. Reduced -128,030-128.0k
ROYAL BANK OF CANADA Reduced -88,900-88.9k
RIVERNORTH CAPITAL MANAGEMENT, LLC Reduced -74,493-74.5k
JANE STREET GROUP, LLC Sold out -66,027-66.0k
UBS Group AG Reduced -55,445-55.4k
LPL Financial LLC Reduced -38,386-38.4k
Rockefeller Capital Management L.P. Reduced -33,708-33.7k
Virtu Financial LLC Sold out -15,832-15.8k
CreativeOne Wealth, LLC Sold out -11,837-11.8k

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,857,2131.9m $27.0m $27.0m 0.00% Added +24.9k +24,853
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,494,8571.5m $21.8m $21.8m 0.00% Reduced -4.7k -4,718
3 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 1,378,8941.4m $20.1m $20.1m 0.02% Reduced -154.1k -154,057
4 Penserra Capital Management LLC 0.15% of their portfolio ORINDA, CA 1,313,7901.3m $19.1m $19.1m 0.15% Added +50.1k +50,127
5 COHEN & STEERS, INC. 0.03% of their portfolio NEW YORK, NY 1,100,3371.1m $16.0m $16.0m 0.03% Added +77.3k +77,337
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,063,9451.1m $15.5m $15.5m 0.00% Reduced -88.9k -88,900
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 914,169914.2k $13.3m $13.3m 0.00% Reduced -55.4k -55,445
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 638,943638.9k $9.3m $9.3m 0.00% Added +217.6k +217,622
9 Thomas J. Herzfeld Advisors, Inc. 1.39% of their portfolio MIAMI BEACH, FL 311,965312.0k $4.5m $4.5m 1.39% Reduced -128.0k -128,030
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 311,261311.3k $4.5m $4.5m 0.00% Added +24.0k +23,984
11 Element Wealth, LLC 1.07% of their portfolio RIDGELAND, MS 194,871194.9k $2.8m $2.8m 1.07% Reduced -3.2k -3,160
12 CORRADO ADVISORS, LLC 1.10% of their portfolio RAMSEY, NJ 164,754164.8k $2.4m $2.4m 1.10% Added +4.5k +4,486
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 155,507155.5k $2.3m $2.3m 0.00% Reduced -38.4k -38,386
14 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 142,752142.8k $2.1m $2.1m 0.00% Reduced -33.7k -33,708
15 SMITH, MOORE & CO. 0.12% of their portfolio CLAYTON, MO 130,988131.0k $1.9m $1.9m 0.12% Added +3.4k +3,419
16 Noble Wealth Management PBC 0.84% of their portfolio GREENWOOD VILLAGE, CO 125,967126.0k $1.8m $1.8m 0.84% Added +6.9k +6,899
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 90,31590.3k $1.3m $1.3m 0.00% Added +40.4k +40,404
18 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 68,70068.7k $999.6k $999.6k 0.00% Added +43.7k +43,700
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 67,10967.1k $976.4k $976.4k 0.00% Reduced -1.7k -1,728
20 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 49,50049.5k $720.0k $720.0k 0.00% Added +7.4k +7,435
21 Wealth Care LLC 0.54% of their portfolio MERRITT ISLAND, FL 45,83645.8k $666.9k $666.9k 0.54% Added +20.7k +20,690
22 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 44,73244.7k $650.9k $650.9k 0.01% Reduced -768 -768
23 Bramshill Investments, LLC 0.05% of their portfolio NAPLES, FL 44,17444.2k $642.7k $642.7k 0.05% Added +485 +485
24 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 44,11944.1k $642.0k $642.0k 0.02% Added +2.0k +1,979
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 43,55243.6k $633.7k $633.7k 0.00% Added +2.3k +2,344
26 Crumly & Associates Inc. 0.11% of their portfolio SPRINGFIELD, IL 39,75039.8k $578.4k $578.4k 0.11% Unchanged
27 COURIER CAPITAL LLC 0.03% of their portfolio BUFFALO, NY 37,20137.2k $541.3k $541.3k 0.03% Unchanged
28 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 34,86634.9k $509.2k $509.2k 0.01% Reduced -1.5k -1,480
29 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 31,09631.1k $436.0k $436.0k 0.01% Added +3.4k +3,360
30 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 28,44628.4k $414.0k $414.0k 0.00% Added +9.2k +9,194
31 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 28,13528.1k $409.4k $409.4k 0.00% Reduced -2.3k -2,335
32 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 27,85827.9k $405.3k $405.3k 0.00% Reduced -480 -480
33 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 26,73426.7k $389.0k $389.0k 0.01% Added +12.5k +12,520
34 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 25,35625.4k $368.9k $368.9k 0.00% Added +2.7k +2,679
35 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 23,93323.9k $348.2k $348.2k 0.00% Reduced -1.3k -1,265
36 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 20,42020.4k $297.1k $297.1k 0.00% Reduced -314 -314
37 Mathes Company, Inc. 0.09% of their portfolio New York, NY 20,00020.0k $291.0k $291.0k 0.09% Reduced -2.0k -2,000
38 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.01% of their portfolio WEST PALM BEACH, FL 19,99620.0k $290.9k $290.9k 0.01% Reduced -74.5k -74,493
39 Fortitude Advisory Group L.L.C. 0.10% of their portfolio GIG HARBOR, WA 17,81817.8k $259.3k $259.3k 0.10% Unchanged
40 IAMS WEALTH MANAGEMENT, LLC 0.08% of their portfolio OMAHA, NE 17,25017.2k $251.0k $251.0k 0.08% Unchanged
41 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 16,72816.7k $243.4k $243.4k 0.00% New
42 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 16,58916.6k $241.0k $241.0k 0.00% New
43 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,68215.7k $228.2k $228.2k 0.00% New
44 Advisors Asset Management, Inc. 0.00% of their portfolio Monument, CO 15,41715.4k $224.3k $224.3k 0.00% Added +15.0k +14,994
45 NORTHEAST PLANNING ASSOCIATES, INC. / NH / 0.17% of their portfolio BEDFORD, NH 15,41015.4k $224.2k $224.2k 0.17% Unchanged
46 BlackRock, Inc. 0.00% of their portfolio New York, NY 13,13213.1k $191.1k $191.1k 0.00% Unchanged
47 NWF Advisory Services Inc. 0.02% of their portfolio Los Angeles, CA 12,33012.3k $179.4k $179.4k 0.02% Unchanged
48 ALEXANDER LABRUNERIE & CO., INC. 0.06% of their portfolio COLUMBIA, MO 12,04712.0k $175.3k $175.3k 0.06% Unchanged
49 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 11,58011.6k $168.5k $168.5k 0.00% Reduced -8.4k -8,420
50 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 11,14511.1k $162.2k $162.2k 0.00% New
51 Focus Financial Network, Inc. 0.00% of their portfolio MINNEAPOLIS, MN 10,50010.5k $154.3k $154.3k 0.00% New
52 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 10,31010.3k $150.0k $150.0k 0.00% Reduced -1.9k -1,900
53 NOMURA HOLDINGS INC 0.00% of their portfolio TOKYO, M0 10,00010.0k $145.5k $145.5k 0.00% New
54 LifePlan Investment Advisors, Inc. 0.05% of their portfolio RALEIGH, NC 10,00010.0k $145.5k $145.5k 0.05% Unchanged
55 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 3,8913.9k $56.6k $56.6k 0.00% Unchanged
56 Activest Wealth Management 0.01% of their portfolio AVENTURA, FL 2,5002.5k $36.4k $36.4k 0.01% Reduced -5.0k -5,000
57 Commonwealth Retirement Investments LLC 0.01% of their portfolio RICHMOND, VA 1,3001.3k $18.9k $18.9k 0.01% New
58 FNY Investment Advisers, LLC 0.01% of their portfolio NEW YORK, NY 1,1001.1k $16.0k $16.0k 0.01% Unchanged
59 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 1,0301.0k $15.0k $15.0k 0.00% New
60 GHP Investment Advisors, Inc. 0.00% of their portfolio Denver, CO 939939 $13.7k $13.7k 0.00% Reduced -1.9k -1,886
61 Osbon Capital Management LLC 0.01% of their portfolio BOSTON, MA 533533 $7.8k $7.8k 0.01% Reduced -4.1k -4,126
62 MARK SHEPTOFF FINANCIAL PLANNING, LLC 0.00% of their portfolio GLASTONBURY, CT 500500 $7.3k $7.3k 0.00% Unchanged
63 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 400400 $5.8k $5.8k 0.00% Unchanged
64 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 283283 $4.1k $4.1k 0.00% Added +6 +6
65 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1818 $260 $260 0.00% New