Independent Financial Group’s PIMCO Access Income Fund PAXS Stock Holding History

Independent Financial 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 Q2	$651K	Sell	44,732 -768	-2%	-$11K	0.01%	866
2026 Q1	$656K	Hold	45,500	–	–	0.01%	800
2025 Q4	$696K	Sell	45,500 -4,000	-8%	-$63.2K	0.02%	756
2025 Q3	$805K	Sell	49,500 -600	-1%	-$9.41K	0.02%	679
2025 Q2	$757K	Sell	50,100 -7,000	-12%	-$106K	0.02%	632
2025 Q1	$917K	Hold	57,100	–	–	0.03%	506
2024 Q4	$871K	Buy	+57,100	New	+$925K	0.03%	514

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

Independent Financial Group's PAXS Position: Q2 2026 in Review

Independent Financial Group reduced its PIMCO Access Income Fund (PAXS) stake by 1.7% in Q2 2026, selling an estimated $11K and leaving 44,732 shares worth $651K. The position accounts for 0.01% of the portfolio, ranked #866.

Independent Financial Group first reported a position in PAXS in Q4 2024 and has held it in 7 quarters since. The position peaked at $917K in Q1 2025. 64 funds tracked by Wall St. Rank hold PAXS as of Q2 2026.

Independent Financial Group held 44,732 shares of PIMCO Access Income Fund worth $651K as of Q2 2026.
Independent Financial Group sold 768 PIMCO Access Income Fund shares in Q2 2026, an estimated $11K.
PIMCO Access Income Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #866 holding.
Independent Financial Group first reported a position in PIMCO Access Income Fund in Q4 2024 and has held it in 7 quarters since.
Independent Financial Group's PIMCO Access Income Fund position peaked at $917K in Q1 2025.
64 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.