HB Wealth Management’s PIMCO Access Income Fund PAXS Stock Holding History

HB Wealth Management’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 Q3	$282K	Buy	+21,342	New	+$300K	﹤0.01%	1495

Other funds holding PAXS

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

HB Wealth Management's PAXS Position: Q3 2026 in Review

HB Wealth Management opened a new position in PIMCO Access Income Fund (PAXS) in Q3 2026: 21,342 shares worth $282K. The stake represents ﹤0.01% of the portfolio and ranks #1495 among its holdings.

16 funds tracked by Wall St. Rank hold PAXS as of Q3 2026.

HB Wealth Management held 21,342 shares of PIMCO Access Income Fund worth $282K as of Q3 2026.
PIMCO Access Income Fund was a new HB Wealth Management position in Q3 2026.
PIMCO Access Income Fund made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1495 holding.
16 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.