Janney Montgomery Scott
PAXS

Janney Montgomery Scott’s PIMCO Access Income Fund PAXS Stock Holding History

Janney Montgomery Scott’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 		$720K Buy
49,500
+7,435
+18% +$107K ﹤0.01% 2134
2026
Q1 		$606K Sell
42,065
-208
-0.5% -$3.19K ﹤0.01% 1931
2025
Q4 		$647K Buy
42,273
+643
+2% +$10.2K ﹤0.01% 2030
2025
Q3 		$677K Buy
+41,630
New +$653K ﹤0.01% 1971

Other funds holding PAXS

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
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
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott's PAXS Position: Q2 2026 in Review

Janney Montgomery Scott increased its PIMCO Access Income Fund (PAXS) stake by 18% in Q2 2026, buying an estimated $107K and bringing the position to 49,500 shares worth $720K. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Janney Montgomery Scott first reported a position in PAXS in Q3 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold PAXS as of Q2 2026.

  • Janney Montgomery Scott held 49,500 shares of PIMCO Access Income Fund worth $720K as of Q2 2026.
  • Janney Montgomery Scott bought 7,435 PIMCO Access Income Fund shares in Q2 2026, an estimated $107K.
  • PIMCO Access Income Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2134 holding.
  • Janney Montgomery Scott first reported a position in PIMCO Access Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.