NFSG
PAXS

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

Newbridge Financial Services 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
-1,000
Closed -$16.3K – 1373
2025
Q3 		$16.3K Hold
1,000
– – ﹤0.01% 793
2025
Q2 		$15.1K Buy
+1,000
New +$15.1K ﹤0.01% 787

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

Newbridge Financial Services Group's PAXS Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of PIMCO Access Income Fund (PAXS) in Q4 2025, closing a stake of 1,000 shares — an estimated $16.3K sold.

Newbridge Financial Services Group first reported a position in PAXS in Q2 2025 and held it in 2 quarters. The position peaked at $16.3K in Q3 2025. 64 funds tracked by Wall St. Rank hold PAXS as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining PIMCO Access Income Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,000 PIMCO Access Income Fund shares in Q4 2025, an estimated $16.3K.
  • Newbridge Financial Services Group first reported a position in PIMCO Access Income Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's PIMCO Access Income Fund position peaked at $16.3K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.