Cetera Investment Advisers’s PIMCO Access Income Fund PAXS Stock Holding History

Cetera Investment Advisers’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	$327K	Sell	22,677 -3,172	-12%	-$48.6K	﹤0.01%	3909
2025 Q4	$395K	Buy	25,849 +1,678	+7%	+$26.5K	﹤0.01%	3650
2025 Q3	$393K	Buy	24,171 +2,757	+13%	+$43.2K	﹤0.01%	3582
2025 Q2	$324K	Buy	21,414 +121	+0.6%	+$1.83K	﹤0.01%	3331
2025 Q1	$342K	Buy	21,293 +5,722	+37%	+$91.4K	﹤0.01%	3153
2024 Q4	$237K	Buy	+15,571	New	+$252K	﹤0.01%	3292

Other funds holding PAXS

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers's PAXS Position: Q1 2026 in Review

Cetera Investment Advisers reduced its PIMCO Access Income Fund (PAXS) stake by 12% in Q1 2026, selling an estimated $48.6K and leaving 22,677 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #3909.

Cetera Investment Advisers first reported a position in PAXS in Q4 2024 and has held it in 6 quarters since. The position peaked at $395K in Q4 2025. 63 funds tracked by Wall St. Rank hold PAXS as of Q1 2026.

Cetera Investment Advisers held 22,677 shares of PIMCO Access Income Fund worth $327K as of Q1 2026.
Cetera Investment Advisers sold 3,172 PIMCO Access Income Fund shares in Q1 2026, an estimated $48.6K.
PIMCO Access Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3909 holding.
Cetera Investment Advisers first reported a position in PIMCO Access Income Fund in Q4 2024 and has held it in 6 quarters since.
Cetera Investment Advisers's PIMCO Access Income Fund position peaked at $395K in Q4 2025.
63 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.