Truist Financial
PAXS

Truist Financial’s PIMCO Access Income Fund PAXS Stock Holding History

Truist 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
Q2 		$405K Sell
27,858
-480
-2% -$6.89K ﹤0.01% 2343
2026
Q1 		$408K Sell
28,338
-7,678
-21% -$118K ﹤0.01% 2194
2025
Q4 		$551K Sell
36,016
-967
-3% -$15.3K ﹤0.01% 1995
2025
Q3 		$602K Sell
36,983
-1,479
-4% -$23.2K ﹤0.01% 1922
2025
Q2 		$581K Buy
38,462
+86
+0.2% +$1.3K ﹤0.01% 1889
2025
Q1 		$616K Sell
38,376
-5,478
-12% -$87.5K ﹤0.01% 1756
2024
Q4 		$669K Sell
43,854
-829
-2% -$13.4K ﹤0.01% 1735
2024
Q3 		$743K Buy
44,683
+2,284
+5% +$36K ﹤0.01% 1672
2024
Q2 		$670K Sell
42,399
-1,387
-3% -$21.8K ﹤0.01% 1805
2024
Q1 		$689K Buy
43,786
+20,663
+89% +$311K ﹤0.01% 1792
2023
Q4 		$331K Buy
+23,123
New +$318K ﹤0.01% 2246

Other funds holding PAXS

CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Truist Financial's PAXS Position: Q2 2026 in Review

Truist Financial reduced its PIMCO Access Income Fund (PAXS) stake by 1.7% in Q2 2026, selling an estimated $6.89K and leaving 27,858 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

Truist Financial first reported a position in PAXS in Q4 2023 and has held it in 11 quarters since. The position peaked at $743K in Q3 2024. 20 funds tracked by Wall St. Rank hold PAXS as of Q2 2026.

  • Truist Financial held 27,858 shares of PIMCO Access Income Fund worth $405K as of Q2 2026.
  • Truist Financial sold 480 PIMCO Access Income Fund shares in Q2 2026, an estimated $6.89K.
  • PIMCO Access Income Fund made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2343 holding.
  • Truist Financial first reported a position in PIMCO Access Income Fund in Q4 2023 and has held it in 11 quarters since.
  • Truist Financial's PIMCO Access Income Fund position peaked at $743K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.