CRI
PAXS

Commonwealth Retirement Investments’s PIMCO Access Income Fund PAXS Stock Holding History

Commonwealth Retirement Investments’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 		$18.9K Buy
+1,300
New +$18.7K 0.01% 252
2026
Q1 		– Sell
-1,300
Closed -$19.9K – 337
2025
Q4 		$19.9K Buy
+1,300
New +$20.5K 0.01% 251

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 Retirement Investments's PAXS Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in PIMCO Access Income Fund (PAXS) in Q2 2026: 1,300 shares worth $18.9K. The stake represents 0.01% of the portfolio and ranks #252 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in PAXS as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in PAXS in Q4 2025 and has held it in 2 quarters since. The position peaked at $19.9K in Q4 2025. 64 funds tracked by Wall St. Rank hold PAXS as of Q2 2026.

  • Commonwealth Retirement Investments held 1,300 shares of PIMCO Access Income Fund worth $18.9K as of Q2 2026.
  • PIMCO Access Income Fund was a new Commonwealth Retirement Investments position in Q2 2026.
  • PIMCO Access Income Fund made up 0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #252 holding.
  • Commonwealth Retirement Investments first reported a position in PIMCO Access Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Commonwealth Retirement Investments's PIMCO Access Income Fund position peaked at $19.9K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.