UBS Group
PAXS

UBS Group’s PIMCO Access Income Fund PAXS Stock Holding History

UBS Group’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 		$13.3M Sell
914,169
-55,445
-6% -$796K ﹤0.01% 3131
2026
Q1 		$14M Sell
969,614
-64,940
-6% -$996K ﹤0.01% 2990
2025
Q4 		$15.8M Sell
1,034,554
-345,803
-25% -$5.47M ﹤0.01% 2806
2025
Q3 		$22.5M Sell
1,380,357
-70,795
-5% -$1.11M ﹤0.01% 2427
2025
Q2 		$21.9M Buy
1,451,152
+17,013
+1% +$257K ﹤0.01% 2271
2025
Q1 		$23M Sell
1,434,139
-799,646
-36% -$12.8M ﹤0.01% 2186
2024
Q4 		$34.1M Sell
2,233,785
-785,757
-26% -$12.7M 0.01% 1800
2024
Q3 		$50.2M Buy
3,019,542
+171,590
+6% +$2.71M 0.01% 1144
2024
Q2 		$45M Sell
2,847,952
-127,590
-4% -$2M 0.01% 1099
2024
Q1 		$46.8M Buy
2,975,542
+39,849
+1% +$601K 0.01% 1078
2023
Q4 		$42M Sell
2,935,693
-761,851
-21% -$10.5M 0.01% 1087
2023
Q3 		$51.3M Sell
3,697,544
-27,303
-0.7% -$396K 0.02% 841
2023
Q2 		$54.9M Sell
3,724,847
-611,677
-14% -$8.81M 0.02% 778
2023
Q1 		$64.4M Buy
4,336,524
+2,866,338
+195% +$43.5M 0.02% 655
2022
Q4 		$21.7M Buy
1,470,186
+259,246
+21% +$4.07M 0.01% 1345
2022
Q3 		$19.2M Buy
1,210,940
+227,259
+23% +$3.73M 0.01% 1303
2022
Q2 		$15.6M Buy
983,681
+839,352
+582% +$14.3M 0.01% 1501
2022
Q1 		$2.64M Buy
+144,329
New +$2.76M ﹤0.01% 3163

Other funds holding PAXS

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $267M AUM 25.65% 1-Year Est. Return

UBS Group's PAXS Position: Q2 2026 in Review

UBS Group reduced its PIMCO Access Income Fund (PAXS) stake by 5.7% in Q2 2026, selling an estimated $796K and leaving 914,169 shares worth $13.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3131.

UBS Group first reported a position in PAXS in Q1 2022 and has held it in 18 quarters since. The position peaked at $64.4M in Q1 2023. 64 funds tracked by Wall St. Rank hold PAXS as of Q2 2026.

  • UBS Group held 914,169 shares of PIMCO Access Income Fund worth $13.3M as of Q2 2026.
  • UBS Group sold 55,445 PIMCO Access Income Fund shares in Q2 2026, an estimated $796K.
  • PIMCO Access Income Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3131 holding.
  • UBS Group first reported a position in PIMCO Access Income Fund in Q1 2022 and has held it in 18 quarters since.
  • UBS Group's PIMCO Access Income Fund position peaked at $64.4M in Q1 2023.
  • 64 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.