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Disclosery

PAXS PIMCO ACCESS INCOME FUND

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SHS BENFIN INT (fund), issuer CIK 1886878

67 managers (67 13F filers) reported a position in PAXS shares at 2025-03-31, 9,977,443 shares in all. 10 filers opened a position and 11 filers sold out during the quarter.

Managers
67
13F filers
67
New
10
Added
29
Reduced
15
Sold out
11
Shares held by filers
9,977,443

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
UBS Group AGin group UBS Group AG1,434,139$23M0.01%-799,64613F-HRTimelineGroup
SOL Capital Management CO1,381,535$22.2M2.45%+67,04113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,351,738$21.7M0.01%+197,13013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY984,922$15.8M<0.01%-13,64013F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.836,818$13.4M0.02%-55,00013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA423,621$6.8M<0.01%+75,94013F-HR/ATimelineGroup
Thomas J. Herzfeld Advisors, Inc.380,600$6.11M2.08%+22,31513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC351,375$5.64M<0.01%+55,03513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/309,626$4.97M<0.01%+17,11213F-HRTimelineGroup
World Investment Advisors263,610$4.23M0.11%+126,41013F-HRTimeline
IEQ CAPITAL, LLC250,000$4.01M0.03%new13F-HRTimeline
Element Wealth, LLC219,979$3.53M1.89%-8,26213F-HRTimeline
CORRADO ADVISORS, LLC126,208$2.03M1.35%+3,73513F-HRTimeline
LPL Financial LLC117,234$1.88M<0.01%-7,13213F-HRTimeline
SMITH, MOORE & CO.114,470$1.84M0.17%+14,47413F-HRTimeline
Consolidated Portfolio Review Corp99,391$1.6M0.26%+21,63913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…87,412$1.4M<0.01%+14,35313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,583$1.39M<0.01%+32,88813F-HRTimelineGroup
CHOREO, LLC85,800$1.39M0.02%+3,77213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC84,293$1.35M<0.01%+6,15513F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC82,588$1.33M0.05%+14,75013F-HRTimeline
Noble Wealth Management PBC67,162$1.08M0.74%+59,66213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC57,100$917K0.03%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP51,464$827K<0.01%+16,56313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC51,138$821K<0.01%+1,13813F-HRTimelineGroup
Cambridge Investment Research Advisors,…45,488$731K<0.01%-17213F-HRTimeline
Private Advisor Group, LLC45,118$725K<0.01%new13F-HRTimeline
Bramshill Investments, LLC44,807$720K0.07%+5613F-HRTimeline
WEDBUSH SECURITIES INC43,883$705K0.03%-23813F-HRTimeline
Crumly & Associates Inc.39,750$638K0.18%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP38,376$616K<0.01%-5,47813F-HRTimelineGroup
COURIER CAPITAL LLC37,201$597K0.04%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC34,205$549K<0.01%-45913F-HRTimeline
Atria Wealth Solutions, Inc.29,875$484K0.01%+1,70013F-HRTimeline
COMERICA BANK26,308$423K<0.01%+71713F-HRTimeline
Chicago Partners Investment Group LLC24,923$383K0.01%+18713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,804$366K<0.01%new13F-HRTimelineGroup
Mathes Company, Inc.22,000$353K0.14%013F-HRTimeline
Cetera Investment Advisers21,293$342K<0.01%+5,72213F-HRTimeline
Integrated Wealth Concepts LLC20,968$337K<0.01%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd17,977$289K0.01%-5,52713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.17,562$282K<0.01%new13F-HRTimelineGroup
NWF Advisory Services Inc.16,723$269K0.04%-6,28813F-HRTimeline
Fortitude Advisory Group L.L.C.17,818$267K0.19%013F-HRTimeline
Jaffetilchin Investment Partners, LLC16,130$259K0.02%-62013F-HRTimeline
PFG Investments, LLC13,109$211K0.01%+1,70013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,977$208K<0.01%+35013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,660$203K0.01%+6013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP11,712$188K<0.01%+15013F-HRTimelineGroup
Capital Investment Advisors, LLC10,800$173K<0.01%-2,00013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp10,650$171K0.01%+1,30013F-HRTimelineGroup
Lindbrook Capital, LLC5,000$80.3K0.01%013F-HRTimeline
Farther Finance Advisors, LLC4,186$67.3K<0.01%+7613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,664$58.8K0.02%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC2,747$44.1K0.02%new13F-HRTimeline
SVB WEALTH LLC1,721$27.6K<0.01%new13F-HRTimeline
Continuum Advisory, LLC1,486$23.9K<0.01%-1,11513F-HRTimeline
Steward Partners Investment Advisory, L…1,250$20.1K<0.01%new13F-HRTimeline
FNY Investment Advisers, LLC800$12K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…700$11.2K<0.01%013F-HRTimeline
Larson Financial Group LLC650$10.4K<0.01%013F-HRTimeline
IFP Advisors, Inc616$9.89K<0.01%-3,38313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC446$7.16K<0.01%new13F-HRTimelineGroup
Financial Management Professionals, Inc.252$4.05K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$14<0.01%new13F-HRTimelineGroup
Creekmur Asset Management LLC1$13<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.