WCL
PAXS

Wealth Care LLC’s PIMCO Access Income Fund PAXS Stock Holding History

Wealth Care LLC’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 		$667K Buy
45,836
+20,690
+82% +$297K 0.54% 35
2026
Q1 		$362K Buy
+25,146
New +$386K 0.32% 54

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Wealth Care LLC's PAXS Position: Q2 2026 in Review

Wealth Care LLC increased its PIMCO Access Income Fund (PAXS) stake by 82% in Q2 2026, buying an estimated $297K and bringing the position to 45,836 shares worth $667K. The position accounts for 0.54% of the portfolio, ranked #35.

Wealth Care LLC first reported a position in PAXS in Q1 2026 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold PAXS as of Q2 2026.

  • Wealth Care LLC held 45,836 shares of PIMCO Access Income Fund worth $667K as of Q2 2026.
  • Wealth Care LLC bought 20,690 PIMCO Access Income Fund shares in Q2 2026, an estimated $297K.
  • PIMCO Access Income Fund made up 0.54% of Wealth Care LLC's portfolio in Q2 2026, its #35 holding.
  • Wealth Care LLC first reported a position in PIMCO Access Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q2 2026.

Based on Wealth Care LLC's 13F filing for Q2 2026, filed 15 Jul 2026.