LIA
PAXS

LifePlan Investment Advisors’s PIMCO Access Income Fund PAXS Stock Holding History

LifePlan Investment 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 		$146K Hold
10,000
– – 0.05% 130
2026
Q1 		$144K Hold
10,000
– – 0.06% 121
2025
Q4 		$153K Hold
10,000
– – 0.06% 116
2025
Q3 		$163K Buy
+10,000
New +$157K 0.07% 112

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

LifePlan Investment Advisors's PAXS Position: Q2 2026 in Review

LifePlan Investment Advisors held its PIMCO Access Income Fund (PAXS) position steady in Q2 2026 at 10,000 shares worth $146K. The position accounts for 0.05% of the portfolio, ranked #130.

LifePlan Investment Advisors first reported a position in PAXS in Q3 2025 and has held it in 4 quarters since. The position peaked at $163K in Q3 2025. 64 funds tracked by Wall St. Rank hold PAXS as of Q2 2026.

  • LifePlan Investment Advisors held 10,000 shares of PIMCO Access Income Fund worth $146K as of Q2 2026.
  • LifePlan Investment Advisors left its PIMCO Access Income Fund share count unchanged in Q2 2026.
  • PIMCO Access Income Fund made up 0.05% of LifePlan Investment Advisors's portfolio in Q2 2026, its #130 holding.
  • LifePlan Investment Advisors first reported a position in PIMCO Access Income Fund in Q3 2025 and has held it in 4 quarters since.
  • LifePlan Investment Advisors's PIMCO Access Income Fund position peaked at $163K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.