BFC Planning, Inc.’s PIMCO Access Income Fund PAXS Stock Holding History

BFC Planning, Inc.’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	$14K	Buy	965 +29	+3%	+$417	﹤0.01%	2190
2026 Q1	$13.5K	Buy	936 +27	+3%	+$414	﹤0.01%	1894
2025 Q4	$13.9K	Sell	909 -1,014	-53%	-$16K	﹤0.01%	1918
2025 Q3	$31.3K	Buy	1,923 +55	+3%	+$863	﹤0.01%	1372
2025 Q2	$28.2K	Buy	1,868 +45	+2%	+$680	﹤0.01%	1353
2025 Q1	$29.3K	Buy	1,823 +23	+1%	+$368	﹤0.01%	1307
2024 Q4	$27.4K	Buy	+1,800	New	+$29.2K	﹤0.01%	1331

Other funds holding PAXS

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFC Planning, Inc.'s PAXS Position: Q2 2026 in Review

BFC Planning, Inc. increased its PIMCO Access Income Fund (PAXS) stake by 3.1% in Q2 2026, buying an estimated $417 and bringing the position to 965 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

BFC Planning, Inc. first reported a position in PAXS in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.3K in Q3 2025. 66 funds tracked by Wall St. Rank hold PAXS as of Q2 2026.

BFC Planning, Inc. held 965 shares of PIMCO Access Income Fund worth $14K as of Q2 2026.
BFC Planning, Inc. bought 29 PIMCO Access Income Fund shares in Q2 2026, an estimated $417.
PIMCO Access Income Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2190 holding.
BFC Planning, Inc. first reported a position in PIMCO Access Income Fund in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s PIMCO Access Income Fund position peaked at $31.3K in Q3 2025.
66 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.