NPAN
PAXS

Northeast Planning Associates NH’s PIMCO Access Income Fund PAXS Stock Holding History

Northeast Planning Associates NH’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 		$224K Hold
15,410
– – 0.17% 62
2026
Q1 		$222K Hold
15,410
– – 0.15% 51
2025
Q4 		$236K Buy
15,410
+460
+3% +$7.27K 0.17% 46
2025
Q3 		$243K Buy
+14,950
New +$234K 0.21% 45

Other funds holding PAXS

CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Northeast Planning Associates NH's PAXS Position: Q2 2026 in Review

Northeast Planning Associates NH held its PIMCO Access Income Fund (PAXS) position steady in Q2 2026 at 15,410 shares worth $224K. The position accounts for 0.17% of the portfolio, ranked #62.

Northeast Planning Associates NH first reported a position in PAXS in Q3 2025 and has held it in 4 quarters since. The position peaked at $243K in Q3 2025. 20 funds tracked by Wall St. Rank hold PAXS as of Q2 2026.

  • Northeast Planning Associates NH held 15,410 shares of PIMCO Access Income Fund worth $224K as of Q2 2026.
  • Northeast Planning Associates NH left its PIMCO Access Income Fund share count unchanged in Q2 2026.
  • PIMCO Access Income Fund made up 0.17% of Northeast Planning Associates NH's portfolio in Q2 2026, its #62 holding.
  • Northeast Planning Associates NH first reported a position in PIMCO Access Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Northeast Planning Associates NH's PIMCO Access Income Fund position peaked at $243K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.