PA
PAXS
PIMCO Access Income Fund
$14.09
-0.07%
No data for this timeframe.
Vol
Inst. Holders19 funds
Inst. Value$103.2M
Inst. Activity2 buys / 1 sells
Recent Activity
Inst.
Cerity Partners LLC — DOUBLED
1,532,951 shares ($22.1M)
Inst.
ENVESTNET ASSET MANAGEMENT INC — TRIM
287,277 shares ($4.1M)
Mar 12, 2026
earnings_calendar
PAXS Q2 2025 Earnings Scheduled — 2026-03-12
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| WELLS FARGO & COMPANY/MN | $26.4M | ADD |
| Cerity Partners LLC | $22.1M | DOUBLED |
| MORGAN STANLEY | $21.6M | — |
| ROYAL BANK OF CANADA | $16.6M | DOUBLED |
| BANK OF AMERICA CORP | $6.1M | — |
19 institutional holders with $103.2M total value (7,165,173 shares) as of 2026-Q1. Top holders: WELLS, Cerity, MORGAN. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,832,360 | $26.4M | 25.6% | ADD +25.4% |
| 2 | Cerity Partners LLC | 1,532,951 | $22.1M | 21.4% | DOUBLED +1432.9% |
| 3 | MORGAN STANLEY | 1,499,575 | $21.6M | 20.9% | — |
| 4 | ROYAL BANK OF CANADA | 1,152,845 | $16.6M | 16.1% | DOUBLED +118.2% |
| 5 | BANK OF AMERICA CORP /DE/ | 421,321 | $6.1M | 5.9% | — |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 287,277 | $4.1M | 4.0% | TRIM -51.6% |
| 7 | Rockefeller Capital Management L.P. | 176,460 | $2.5M | 2.5% | ADD +80.5% |
| 8 | RAYMOND JAMES FINANCIAL INC | 68,837 | $991.9K | 1.0% | TRIM -37.1% |
| 9 | Bramshill Investments, LLC | 43,689 | $629.6K | 0.6% | TRIM -34.5% |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 41,208 | $593.8K | 0.6% | — |
| 11 | STIFEL FINANCIAL CORP | 25,198 | $363.1K | 0.4% | ADD +62.1% |
| 12 | HighTower Advisors, LLC | 25,000 | $360.3K | 0.3% | — |
| 13 | FIRST TRUST ADVISORS LP | 20,734 | $298.8K | 0.3% | ADD +31.8% |
| 14 | BlackRock, Inc. | 13,132 | $189.2K | 0.2% | DOUBLED +174.4% |
| 15 | &PARTNERS | 12,210 | $175.9K | 0.2% | TRIM -51.8% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,207 | $147.1K | 0.1% | — |
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | 1,045 | $15.1K | 0.0% | — |
| 18 | CWM, LLC | 847 | $12.2K | 0.0% | ADD +46.0% |
| 19 | FIFTH THIRD BANCORP | 277 | $4.0K | 0.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Cerity Partners LLC | DOUBLED | 100,002 | 1,532,951 | +1432.9% | $22.1M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 592,951 | 287,277 | -51.6% | $4.1M | 2026-Q1 |
| CWM, LLC | ADD | 580 | 847 | +46.0% | $12.2K | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 472,983 | 592,951 | +25.4% | $9.1M | 2025-Q4 |
| Cerity Partners LLC | ADD | 51,138 | 100,002 | +95.6% | $1.5M | 2025-Q4 |
| STIFEL FINANCIAL CORP | ADD | 15,425 | 25,001 | +62.1% | $382.5K | 2025-Q4 |
| Corient Private Wealth LLC | TRIM | 32,029 | 21,391 | -33.2% | $327.3K | 2025-Q4 |
| FIRST TRUST ADVISORS LP | ADD | 15,737 | 20,734 | +31.8% | $317.2K | 2025-Q4 |
| &PARTNERS | TRIM | 33,391 | 16,110 | -51.8% | $246.5K | 2025-Q4 |
| BlackRock, Inc. | DOUBLED | 4,786 | 13,132 | +174.4% | $200.9K | 2025-Q4 |
| CWM, LLC | ADD | 378 | 580 | +53.4% | $9.00 | 2025-Q4 |
| STIFEL FINANCIAL CORP | TRIM | 60,370 | 15,425 | -74.4% | $251.0K | 2025-Q3 |
| BlackRock, Inc. | NEAR_EXIT | 21,562 | 4,786 | -77.8% | $77.9K | 2025-Q3 |
| ROYAL BANK OF CANADA | DOUBLED | 423,621 | 924,227 | +118.2% | $14.0M | 2025-Q2 |
| Rockefeller Capital Management L.P. | ADD | 87,412 | 157,794 | +80.5% | $2.4M | 2025-Q2 |
| RAYMOND JAMES FINANCIAL INC | TRIM | 84,293 | 53,031 | -37.1% | $801.3K | 2025-Q2 |
| Corient Private Wealth LLC | DOUBLED | 11,712 | 31,869 | +172.1% | $481.5K | 2025-Q2 |
| UBS Group AG | TRIM | 2,233,785 | 1,434,139 | -35.8% | $23.0M | 2025-Q1 |
| STIFEL FINANCIAL CORP | ADD | 34,901 | 51,464 | +47.5% | $826.5K | 2025-Q1 |
| UBS Group AG | TRIM | 3,019,542 | 2,233,785 | -26.0% | $34.1M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 920,480 | 1,154,608 | +25.4% | $17.6M | 2024-Q4 |
| ROYAL BANK OF CANADA | ADD | 217,459 | 347,681 | +59.9% | $5.3M | 2024-Q4 |
| Rockefeller Capital Management L.P. | ADD | 47,880 | 73,059 | +52.6% | $1.1M | 2024-Q4 |
| Corient Private Wealth LLC | TRIM | 19,585 | 11,562 | -41.0% | $176.3K | 2024-Q4 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 210,389 | 288,490 | +37.1% | $4.8M | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Mar 12, 2026
earnings_calendar
PAXS Q2 2025 Earnings Scheduled — 2026-03-12