Raymond James Financial’s PIMCO Access Income Fund PAXS Stock Holding History

Raymond James Financial’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	$992K	Buy	68,837 +22,075	+47%	+$338K	﹤0.01%	3848
2025 Q4	$715K	Sell	46,762 -1,097	-2%	-$17.3K	﹤0.01%	4007
2025 Q3	$779K	Sell	47,859 -5,172	-10%	-$81.1K	﹤0.01%	3847
2025 Q2	$801K	Sell	53,031 -31,262	-37%	-$472K	﹤0.01%	3713
2025 Q1	$1.35M	Buy	84,293 +6,155	+8%	+$98.4K	﹤0.01%	3274
2024 Q4	$1.19M	Buy	+78,138	New	+$1.27M	﹤0.01%	3329

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

Raymond James Financial's PAXS Position: Q1 2026 in Review

Raymond James Financial increased its PIMCO Access Income Fund (PAXS) stake by 47% in Q1 2026, buying an estimated $338K and bringing the position to 68,837 shares worth $992K. The position accounts for ﹤0.01% of the portfolio, ranked #3848.

Raymond James Financial first reported a position in PAXS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.35M in Q1 2025. 63 funds tracked by Wall St. Rank hold PAXS as of Q1 2026.

Raymond James Financial held 68,837 shares of PIMCO Access Income Fund worth $992K as of Q1 2026.
Raymond James Financial bought 22,075 PIMCO Access Income Fund shares in Q1 2026, an estimated $338K.
PIMCO Access Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3848 holding.
Raymond James Financial first reported a position in PIMCO Access Income Fund in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's PIMCO Access Income Fund position peaked at $1.35M in Q1 2025.
63 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.