FFA
PAXS

Farther Finance Advisors’s PIMCO Access Income Fund PAXS Stock Holding History

Farther Finance Advisors’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
2025
Q2 		– Sell
-4,186
Closed -$67.3K – 4623
2025
Q1 		$67.3K Buy
4,186
+76
+2% +$1.21K ﹤0.01% 1741
2024
Q4 		$62.7K Buy
4,110
+110
+3% +$1.78K ﹤0.01% 1538
2024
Q3 		$66.5K Buy
+4,000
New +$63.1K ﹤0.01% 1499

Other funds holding PAXS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Farther Finance Advisors's PAXS Position: Q2 2025 in Review

Farther Finance Advisors sold out of PIMCO Access Income Fund (PAXS) in Q2 2025, closing a stake of 4,186 shares — an estimated $67.3K sold.

Farther Finance Advisors first reported a position in PAXS in Q3 2024 and held it in 3 quarters. The position peaked at $67.3K in Q1 2025. 61 funds tracked by Wall St. Rank hold PAXS as of Q2 2025.

  • Farther Finance Advisors reported no remaining PIMCO Access Income Fund position as of Q2 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 4,186 PIMCO Access Income Fund shares in Q2 2025, an estimated $67.3K.
  • Farther Finance Advisors first reported a position in PIMCO Access Income Fund in Q3 2024 and held it in 3 quarters.
  • Farther Finance Advisors's PIMCO Access Income Fund position peaked at $67.3K in Q1 2025.
  • 61 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q2 2025.

Based on Farther Finance Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.