LFG
PAXS

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

Larson 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
2025
Q4 		– Sell
-650
Closed -$10.6K – 3615
2025
Q3 		$10.6K Hold
650
– – ﹤0.01% 1987
2025
Q2 		$9.82K Hold
650
– – ﹤0.01% 1816
2025
Q1 		$10.4K Hold
650
– – ﹤0.01% 1624
2024
Q4 		$9.91K Sell
650
-7
-1% -$113 ﹤0.01% 1488
2024
Q3 		$10.9K Hold
657
– – ﹤0.01% 1449
2024
Q2 		$10.4K Hold
657
– – ﹤0.01% 1255
2024
Q1 		$10.3K Buy
657
+307
+88% +$4.63K ﹤0.01% 1034
2023
Q4 		$5K Buy
+350
New +$4.82K ﹤0.01% 1184

Other funds holding PAXS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $242M AUM 16.79% 1-Year Est. Return

Larson Financial Group's PAXS Position: Q4 2025 in Review

Larson Financial Group sold out of PIMCO Access Income Fund (PAXS) in Q4 2025, closing a stake of 650 shares — an estimated $10.6K sold.

Larson Financial Group first reported a position in PAXS in Q4 2023 and held it in 8 quarters. The position peaked at $10.9K in Q3 2024. 64 funds tracked by Wall St. Rank hold PAXS as of Q4 2025.

  • Larson Financial Group reported no remaining PIMCO Access Income Fund position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 650 PIMCO Access Income Fund shares in Q4 2025, an estimated $10.6K.
  • Larson Financial Group first reported a position in PIMCO Access Income Fund in Q4 2023 and held it in 8 quarters.
  • Larson Financial Group's PIMCO Access Income Fund position peaked at $10.9K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.