OIA
PAXS

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

OneDigital 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
2025
Q1 		– Sell
-23,868
Closed -$364K – 1473
2024
Q4 		$364K Buy
+23,868
New +$387K ﹤0.01% 1031

Other funds holding PAXS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

OneDigital Investment Advisors's PAXS Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of PIMCO Access Income Fund (PAXS) in Q1 2025, closing a stake of 23,868 shares — an estimated $364K sold.

OneDigital Investment Advisors first reported a position in PAXS in Q4 2024 and held it in 1 quarter. The position peaked at $364K in Q4 2024. 66 funds tracked by Wall St. Rank hold PAXS as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining PIMCO Access Income Fund position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 23,868 PIMCO Access Income Fund shares in Q1 2025, an estimated $364K.
  • OneDigital Investment Advisors first reported a position in PIMCO Access Income Fund in Q4 2024 and held it in 1 quarter.
  • OneDigital Investment Advisors's PIMCO Access Income Fund position peaked at $364K in Q4 2024.
  • 66 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.