IFP Advisors’s PIMCO Access Income Fund PAXS Stock Holding History

IFP 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
2026 Q2	$5.82K	Hold	400	–	–	﹤0.01%	3696
2026 Q1	$5.76K	Sell	400 -216	-35%	-$3.31K	﹤0.01%	3434
2025 Q4	$9.43K	Hold	616	–	–	﹤0.01%	3095
2025 Q3	$10K	Hold	616	–	–	﹤0.01%	2898
2025 Q2	$9.31K	Hold	616	–	–	﹤0.01%	2961
2025 Q1	$9.89K	Sell	616 -3,383	-85%	-$54.1K	﹤0.01%	2578
2024 Q4	$61K	Buy	3,999 +3,383	+549%	+$54.8K	﹤0.01%	1727
2024 Q3	$10.2K	Buy	+616	New	+$9.72K	﹤0.01%	2411
2023 Q1	–	Sell	-29	Closed	-$1K	–	4138
2022 Q4	$1K	Hold	29	–	–	﹤0.01%	4431
2022 Q3	$1K	Buy	+29	New	+$476	﹤0.01%	4632

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 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 $786B AUM 40.34% 1-Year Est. Return

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IFP Advisors's PAXS Position: Q2 2026 in Review

IFP Advisors held its PIMCO Access Income Fund (PAXS) position steady in Q2 2026 at 400 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3696.

IFP Advisors first reported a position in PAXS in Q3 2022 and has held it in 10 quarters since. The position peaked at $61K in Q4 2024. 64 funds tracked by Wall St. Rank hold PAXS as of Q2 2026.

IFP Advisors held 400 shares of PIMCO Access Income Fund worth $5.82K as of Q2 2026.
IFP Advisors left its PIMCO Access Income Fund share count unchanged in Q2 2026.
PIMCO Access Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3696 holding.
IFP Advisors first reported a position in PIMCO Access Income Fund in Q3 2022 and has held it in 10 quarters since.
IFP Advisors's PIMCO Access Income Fund position peaked at $61K in Q4 2024.
64 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.