TLA
PAXS

Tanglewood Legacy Advisors’s PIMCO Access Income Fund PAXS Stock Holding History

Tanglewood Legacy 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
Q4 		– Sell
-2,747
Closed -$44.7K – 278
2025
Q3 		$44.7K Hold
2,747
– – 0.02% 171
2025
Q2 		$41.5K Hold
2,747
– – 0.02% 179
2025
Q1 		$44.1K Buy
+2,747
New +$43.9K 0.02% 177

Other funds holding PAXS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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 $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $242M AUM 16.79% 1-Year Est. Return

Tanglewood Legacy Advisors's PAXS Position: Q4 2025 in Review

Tanglewood Legacy Advisors sold out of PIMCO Access Income Fund (PAXS) in Q4 2025, closing a stake of 2,747 shares — an estimated $44.7K sold.

Tanglewood Legacy Advisors first reported a position in PAXS in Q1 2025 and held it in 3 quarters. The position peaked at $44.7K in Q3 2025. 64 funds tracked by Wall St. Rank hold PAXS as of Q4 2025.

  • Tanglewood Legacy Advisors reported no remaining PIMCO Access Income Fund position as of Q4 2025 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 2,747 PIMCO Access Income Fund shares in Q4 2025, an estimated $44.7K.
  • Tanglewood Legacy Advisors first reported a position in PIMCO Access Income Fund in Q1 2025 and held it in 3 quarters.
  • Tanglewood Legacy Advisors's PIMCO Access Income Fund position peaked at $44.7K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q4 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.