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
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 $530B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott's PAXS Position: Q1 2026 in Review

Janney Montgomery Scott reduced its PIMCO Access Income Fund (PAXS) stake by 0.49% in Q1 2026, selling an estimated $3.19K and leaving 42,065 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

Janney Montgomery Scott first reported a position in PAXS in Q3 2025 and has held it in 3 quarters since. The position peaked at $677K in Q3 2025. 63 funds tracked by Wall St. Rank hold PAXS as of Q1 2026.

  • Janney Montgomery Scott held 42,065 shares of PIMCO Access Income Fund worth $606K as of Q1 2026.
  • Janney Montgomery Scott sold 208 PIMCO Access Income Fund shares in Q1 2026, an estimated $3.19K.
  • PIMCO Access Income Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1931 holding.
  • Janney Montgomery Scott first reported a position in PIMCO Access Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Janney Montgomery Scott's PIMCO Access Income Fund position peaked at $677K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.