Steward Partners Investment Advisory’s PIMCO Access Income Fund PAXS Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-375	Closed	-$5.74K	–	4530
2025 Q4	$5.74K	Sell	375 -875	-70%	-$13.8K	﹤0.01%	3652
2025 Q3	$20.3K	Hold	1,250	–	–	﹤0.01%	3089
2025 Q2	$18.9K	Hold	1,250	–	–	﹤0.01%	2944
2025 Q1	$20.1K	Buy	+1,250	New	+$20K	﹤0.01%	2807

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

Steward Partners Investment Advisory's PAXS Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of PIMCO Access Income Fund (PAXS) in Q1 2026, closing a stake of 375 shares — an estimated $5.74K sold.

Steward Partners Investment Advisory first reported a position in PAXS in Q1 2025 and held it in 4 quarters. The position peaked at $20.3K in Q3 2025. 63 funds tracked by Wall St. Rank hold PAXS as of Q1 2026.

Steward Partners Investment Advisory reported no remaining PIMCO Access Income Fund position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 375 PIMCO Access Income Fund shares in Q1 2026, an estimated $5.74K.
Steward Partners Investment Advisory first reported a position in PIMCO Access Income Fund in Q1 2025 and held it in 4 quarters.
Steward Partners Investment Advisory's PIMCO Access Income Fund position peaked at $20.3K in Q3 2025.
63 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.