Osbon Capital Management’s PIMCO Access Income Fund PAXS Stock Holding History

Osbon Capital Management’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 Q1	$67.1K	Buy	+4,659	New	+$71.4K	0.05%	138

Other funds holding PAXS

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osbon Capital Management's PAXS Position: Q1 2026 in Review

Osbon Capital Management opened a new position in PIMCO Access Income Fund (PAXS) in Q1 2026: 4,659 shares worth $67.1K. The stake represents 0.05% of the portfolio and ranks #138 among its holdings.

63 funds tracked by Wall St. Rank hold PAXS as of Q1 2026.

Osbon Capital Management held 4,659 shares of PIMCO Access Income Fund worth $67.1K as of Q1 2026.
PIMCO Access Income Fund was a new Osbon Capital Management position in Q1 2026.
PIMCO Access Income Fund made up 0.05% of Osbon Capital Management's portfolio in Q1 2026, its #138 holding.
63 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.