Fortitude Advisory Group’s PIMCO Access Income Fund PAXS Stock Holding History

Fortitude Advisory Group’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	$257K	Hold	17,818	–	–	0.12%	171
2025 Q4	$273K	Hold	17,818	–	–	0.12%	154
2025 Q3	$290K	Hold	17,818	–	–	0.16%	143
2025 Q2	$269K	Hold	17,818	–	–	0.15%	154
2025 Q1	$267K	Hold	17,818	–	–	0.19%	128
2024 Q4	$272K	Hold	17,818	–	–	0.16%	136
2024 Q3	$296K	Hold	17,818	–	–	0.19%	127
2024 Q2	$282K	Buy	+17,818	New	+$279K	0.17%	126

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

Fortitude Advisory Group's PAXS Position: Q1 2026 in Review

Fortitude Advisory Group held its PIMCO Access Income Fund (PAXS) position steady in Q1 2026 at 17,818 shares worth $257K. The position accounts for 0.12% of the portfolio, ranked #171.

Fortitude Advisory Group first reported a position in PAXS in Q2 2024 and has held it in 8 quarters since. The position peaked at $296K in Q3 2024. 63 funds tracked by Wall St. Rank hold PAXS as of Q1 2026.

Fortitude Advisory Group held 17,818 shares of PIMCO Access Income Fund worth $257K as of Q1 2026.
Fortitude Advisory Group left its PIMCO Access Income Fund share count unchanged in Q1 2026.
PIMCO Access Income Fund made up 0.12% of Fortitude Advisory Group's portfolio in Q1 2026, its #171 holding.
Fortitude Advisory Group first reported a position in PIMCO Access Income Fund in Q2 2024 and has held it in 8 quarters since.
Fortitude Advisory Group's PIMCO Access Income Fund position peaked at $296K in Q3 2024.
63 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q1 2026.

Based on Fortitude Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.