CA
PAXS

Crumly & Associates’s PIMCO Access Income Fund PAXS Stock Holding History

Crumly & Associates’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 		$578K Hold
39,750
– – 0.11% 112
2026
Q1 		$573K Hold
39,750
– – 0.12% 108
2025
Q4 		$608K Hold
39,750
– – 0.13% 95
2025
Q3 		$647K Hold
39,750
– – 0.14% 92
2025
Q2 		$601K Hold
39,750
– – 0.15% 86
2025
Q1 		$638K Hold
39,750
– – 0.18% 78
2024
Q4 		$606K Hold
39,750
– – 0.17% 83
2024
Q3 		$661K Hold
39,750
– – 0.18% 75
2024
Q2 		$628K Hold
39,750
– – 0.18% 76
2024
Q1 		$625K Hold
39,750
– – 0.16% 79
2023
Q4 		$568K Hold
39,750
– – 0.17% 77
2023
Q3 		$552K Hold
39,750
– – 0.22% 64
2023
Q2 		$586K Hold
39,750
– – 0.23% 60
2023
Q1 		$590K Hold
39,750
– – 0.26% 61
2022
Q4 		$588K Sell
39,750
-55,525
-58% -$872K 0.22% 54
2022
Q3 		$1.51M Sell
95,275
-14,128
-13% -$232K 0.62% 31
2022
Q2 		$1.73M Sell
109,403
-58,097
-35% -$992K 0.72% 29
2022
Q1 		$3.06M Buy
+167,500
New +$3.21M 1.15% 26

Other funds holding PAXS

CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Crumly & Associates's PAXS Position: Q2 2026 in Review

Crumly & Associates held its PIMCO Access Income Fund (PAXS) position steady in Q2 2026 at 39,750 shares worth $578K. The position accounts for 0.11% of the portfolio, ranked #112.

Crumly & Associates first reported a position in PAXS in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.06M in Q1 2022. 20 funds tracked by Wall St. Rank hold PAXS as of Q2 2026.

  • Crumly & Associates held 39,750 shares of PIMCO Access Income Fund worth $578K as of Q2 2026.
  • Crumly & Associates left its PIMCO Access Income Fund share count unchanged in Q2 2026.
  • PIMCO Access Income Fund made up 0.11% of Crumly & Associates's portfolio in Q2 2026, its #112 holding.
  • Crumly & Associates first reported a position in PIMCO Access Income Fund in Q1 2022 and has held it in 18 quarters since.
  • Crumly & Associates's PIMCO Access Income Fund position peaked at $3.06M in Q1 2022.
  • 20 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.