WIA
PAXS

World Investment Advisors’s PIMCO Access Income Fund PAXS Stock Holding History

World Investment 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
Q3 		– Sell
-10,705
Closed -$162K – 1273
2025
Q2 		$162K Sell
10,705
-252,905
-96% -$3.82M ﹤0.01% 1099
2025
Q1 		$4.23M Buy
263,610
+126,410
+92% +$2.02M 0.11% 216
2024
Q4 		$2.09M Buy
137,200
+55,500
+68% +$899K 0.06% 321
2024
Q3 		$1.36M Buy
+81,700
New +$1.29M 0.04% 368

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

World Investment Advisors's PAXS Position: Q3 2025 in Review

World Investment Advisors sold out of PIMCO Access Income Fund (PAXS) in Q3 2025, closing a stake of 10,705 shares — an estimated $162K sold.

World Investment Advisors first reported a position in PAXS in Q3 2024 and held it in 4 quarters. The position peaked at $4.23M in Q1 2025. 68 funds tracked by Wall St. Rank hold PAXS as of Q3 2025.

  • World Investment Advisors reported no remaining PIMCO Access Income Fund position as of Q3 2025 after selling out during the quarter.
  • World Investment Advisors sold 10,705 PIMCO Access Income Fund shares in Q3 2025, an estimated $162K.
  • World Investment Advisors first reported a position in PIMCO Access Income Fund in Q3 2024 and held it in 4 quarters.
  • World Investment Advisors's PIMCO Access Income Fund position peaked at $4.23M in Q1 2025.
  • 68 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q3 2025.

Based on World Investment Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.