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Disclosery

PAXS PIMCO ACCESS INCOME FUND

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SHS BENFIN INT (fund), issuer CIK 1886878

64 managers (64 13F filers) reported a position in PAXS shares at 2026-06-30, 12,372,359 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
64
13F filers
64
New
9
Added
20
Reduced
23
Sold out
5
Shares held by filers
12,372,359

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,857,213$27M<0.01%+24,85313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,494,857$21.8M<0.01%-4,71813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,378,894$20.1M0.02%-154,05713F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,313,790$19.1M0.15%+50,12713F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,100,337$16M0.03%+77,33713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,063,945$15.5M<0.01%-88,90013F-HRTimelineGroup
UBS Group AGin group UBS Group AG914,169$13.3M<0.01%-55,44513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/638,943$9.3M<0.01%+217,62213F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.311,965$4.54M1.39%-128,03013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC311,261$4.53M<0.01%+23,98413F-HRTimelineGroup
Element Wealth, LLC194,871$2.84M1.07%-3,16013F-HRTimeline
CORRADO ADVISORS, LLC164,754$2.4M1.1%+4,48613F-HRTimeline
LPL Financial LLC155,507$2.26M<0.01%-38,38613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…142,752$2.08M<0.01%-33,70813F-HRTimelineGroup
SMITH, MOORE & CO.130,988$1.91M0.12%+3,41913F-HRTimeline
Noble Wealth Management PBC125,967$1.83M0.84%+6,89913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.90,315$1.31M<0.01%+40,40413F-HRTimelineGroup
HighTower Advisors, LLC68,700$1000K<0.01%+43,70013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC67,109$976K<0.01%-1,72813F-HRTimelineGroup
Janney Montgomery Scott LLC49,500$720K<0.01%+7,43513F-HRTimeline
Wealth Care LLC45,836$667K0.54%+20,69013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC44,732$651K0.01%-76813F-HRTimeline
Bramshill Investments, LLC44,174$643K0.05%+48513F-HRTimeline
WEDBUSH SECURITIES INC44,119$642K0.02%+1,97913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC43,552$634K<0.01%+2,34413F-HRTimeline
Crumly & Associates Inc.39,750$578K0.11%013F-HRTimeline
COURIER CAPITAL LLC37,201$541K0.03%013F-HRTimeline
CHOREO, LLC34,866$509K0.01%-1,48013F-HRTimeline
Chicago Partners Investment Group LLC31,096$436K0.01%+3,36013F-HRTimeline
Integrated Wealth Concepts LLC28,135$409K<0.01%-2,33513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,858$405K<0.01%-48013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd26,734$389K0.01%+12,52013F-HRTimelineGroup
Cetera Investment Advisers25,356$369K<0.01%+2,67913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,933$348K<0.01%-1,26513F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP20,420$297K<0.01%-31413F-HRTimelineGroup
Mathes Company, Inc.20,000$291K0.09%-2,00013F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC19,996$291K0.01%-74,49313F-HRTimeline
Fortitude Advisory Group L.L.C.17,818$259K0.1%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC17,250$251K0.08%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,728$243K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP16,589$241K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,682$228K<0.01%new13F-HRTimelineGroup
Advisors Asset Management, Inc.15,417$224K<0.01%+14,99413F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…15,410$224K0.17%013F-HRTimeline
Cambridge Investment Research Advisors,…14,223$207K<0.01%-5,02913F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.13,132$191K<0.01%013F-HRTimelineGroup
NWF Advisory Services Inc.12,330$179K0.02%013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.12,047$175K0.06%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,580$168K<0.01%-8,42013F-HR/ATimelineGroup
OneDigital Investment Advisors LLC11,145$162K<0.01%new13F-HRTimeline
Focus Financial Network, Inc.10,500$154K<0.01%new13F-HRTimeline
&PARTNERS10,310$150K<0.01%-1,90013F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD10,000$146K<0.01%new13F-HRTimelineGroup
LifePlan Investment Advisors, Inc.10,000$146K0.05%013F-HRTimeline
Activest Wealth Management2,500$36.4K0.01%-5,00013F-HRTimeline
Commonwealth Retirement Investments LLC1,300$18.9K0.01%new13F-HRTimeline
FNY Investment Advisers, LLC1,100$16K0.01%013F-HRTimeline
Continuum Advisory, LLC1,030$15K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.939$13.7K<0.01%-1,88613F-HRTimeline
Osbon Capital Management LLC533$7.75K0.01%-4,12613F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC500$7.28K<0.01%013F-HRTimeline
IFP Advisors, Inc400$5.82K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…283$4.12K<0.01%+613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18$260<0.01%new13F-HRTimelineGroup