Carson Wealth (CWM LLC)
PAXS

Carson Wealth (CWM LLC)’s PIMCO Access Income Fund PAXS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PAXS Stock Details PAXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.2K Buy
847
+267
+46% +$4.09K ﹤0.01% 4699
2025
Q4 		$9K Buy
580
+202
+53% +$3.19K ﹤0.01% 4606
2025
Q3 		$6K Buy
+378
New +$5.93K ﹤0.01% 4694

Other funds holding PAXS

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PAXS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its PIMCO Access Income Fund (PAXS) stake by 46% in Q1 2026, buying an estimated $4.09K and bringing the position to 847 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4699.

Carson Wealth (CWM LLC) first reported a position in PAXS in Q3 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold PAXS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 847 shares of PIMCO Access Income Fund worth $12.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 267 PIMCO Access Income Fund shares in Q1 2026, an estimated $4.09K.
  • PIMCO Access Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4699 holding.
  • Carson Wealth (CWM LLC) first reported a position in PIMCO Access Income Fund in Q3 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.