Commonwealth Equity Services
PAXS

Commonwealth Equity Services’s PIMCO Access Income Fund PAXS Stock Holding History

Commonwealth Equity Services’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
Q2 		$634K Buy
43,552
+2,344
+6% +$33.7K ﹤0.01% 3120
2026
Q1 		$594K Sell
41,208
-5,223
-11% -$80.1K ﹤0.01% 3067
2025
Q4 		$710K Buy
46,431
+6,633
+17% +$105K ﹤0.01% 2861
2025
Q3 		$648K Buy
39,798
+1,317
+3% +$20.7K ﹤0.01% 2970
2025
Q2 		$581K Buy
38,481
+4,276
+13% +$64.6K ﹤0.01% 3028
2025
Q1 		$549K Sell
34,205
-459
-1% -$7.33K ﹤0.01% 2952
2024
Q4 		$529K Sell
34,664
-6,150
-15% -$99.6K ﹤0.01% 2910
2024
Q3 		$679K Sell
40,814
-809
-2% -$12.8K ﹤0.01% 2648
2024
Q2 		$658K Sell
41,623
-1,036
-2% -$16.2K ﹤0.01% 2612
2024
Q1 		$671K Sell
42,659
-9,661
-18% -$146K ﹤0.01% 2565
2023
Q4 		$748K Buy
52,320
+26
+0% +$358 ﹤0.01% 2385
2023
Q3 		$726K Buy
52,294
+14,509
+38% +$211K ﹤0.01% 2296
2023
Q2 		$557K Buy
37,785
+923
+3% +$13.3K ﹤0.01% 2518
2023
Q1 		$547K Sell
36,862
-113
-0.3% -$1.72K ﹤0.01% 2480
2022
Q4 		$546K Buy
36,975
+1,975
+6% +$31K ﹤0.01% 2401
2022
Q3 		$554K Buy
+35,000
New +$574K ﹤0.01% 2320

Other funds holding PAXS

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services's PAXS Position: Q2 2026 in Review

Commonwealth Equity Services increased its PIMCO Access Income Fund (PAXS) stake by 5.7% in Q2 2026, buying an estimated $33.7K and bringing the position to 43,552 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #3120.

Commonwealth Equity Services first reported a position in PAXS in Q3 2022 and has held it in 16 quarters since. The position peaked at $748K in Q4 2023. 64 funds tracked by Wall St. Rank hold PAXS as of Q2 2026.

  • Commonwealth Equity Services held 43,552 shares of PIMCO Access Income Fund worth $634K as of Q2 2026.
  • Commonwealth Equity Services bought 2,344 PIMCO Access Income Fund shares in Q2 2026, an estimated $33.7K.
  • PIMCO Access Income Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3120 holding.
  • Commonwealth Equity Services first reported a position in PIMCO Access Income Fund in Q3 2022 and has held it in 16 quarters since.
  • Commonwealth Equity Services's PIMCO Access Income Fund position peaked at $748K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.