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Disclosery

PAXS PIMCO ACCESS INCOME FUND

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SHS BENFIN INT (fund), issuer CIK 1886878

68 managers (68 13F filers) reported a position in PAXS shares at 2025-09-30, 10,984,880 shares in all. 12 filers opened a position and 6 filers sold out during the quarter.

Managers
68
13F filers
68
New
12
Added
22
Reduced
14
Sold out
6
Shares held by filers
10,984,880

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/MN1,717,456$27.9M0.01%+147,49913F-HRTimelineGroup
SOL Capital Management CO1,431,845$23.3M2.09%+60,36113F-HRTimeline
UBS Group AGin group UBS Group AG1,380,357$22.5M<0.01%-70,79513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,077,611$17.5M<0.01%+45,83213F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA943,664$15.4M<0.01%+19,43713F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.875,374$14.2M0.03%+15,88713F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.481,437$7.83M2.69%+46,12813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC472,983$7.7M<0.01%+51,75113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/397,360$6.47M<0.01%+22,46813F-HR/ATimelineGroup
Element Wealth, LLC201,119$3.27M1.43%-92813F-HRTimeline
Consolidated Portfolio Review Corp185,551$3.02M0.38%+33,52113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…157,832$2.57M0.01%+3813F-HRTimelineGroup
LPL Financial LLC142,429$2.32M<0.01%+19,83513F-HRTimeline
CORRADO ADVISORS, LLC141,946$2.31M1.24%+7,00213F-HRTimeline
SMITH, MOORE & CO.126,706$2.06M0.16%+8,51013F-HRTimeline
Noble Wealth Management PBC125,360$2.04M1.09%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.81,403$1.31M<0.01%-1,85713F-HRTimelineGroup
CHOREO, LLC63,467$1.04M0.01%+6,38913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC56,650$922K0.03%+2,00013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC51,138$832K<0.01%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC49,500$805K0.02%-60013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC47,859$779K<0.01%-5,17213F-HRTimelineGroup
Cambridge Investment Research Advisors,…45,993$748K<0.01%-8,98713F-HRTimeline
Bramshill Investments, LLC43,675$711K0.05%-1,03413F-HRTimeline
Janney Montgomery Scott LLC41,630$677K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC39,798$648K<0.01%+1,31713F-HRTimeline
Crumly & Associates Inc.39,750$647K0.14%013F-HRTimeline
WEDBUSH SECURITIES INC39,077$636K0.02%+6813F-HRTimeline
COURIER CAPITAL LLC37,201$605K0.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,983$602K<0.01%-1,47913F-HRTimelineGroup
&PARTNERS33,391$543K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP32,029$521K<0.01%+16013F-HRTimelineGroup
Integrated Wealth Concepts LLC28,696$467K<0.01%-2,45213F-HRTimeline
Chicago Partners Investment Group LLC28,873$458K0.01%+33813F-HRTimeline
COMERICA BANK27,858$453K<0.01%+78413F-HRTimeline
Cetera Investment Advisers24,171$393K<0.01%+2,75713F-HRTimeline
Mariner, LLCin group Mariner, LLC24,044$391K<0.01%new13F-HRTimelineGroup
Mathes Company, Inc.22,000$358K0.13%013F-HRTimeline
Bleakley Financial Group, LLC20,550$334K0.01%new13F-HRTimeline
Fortitude Advisory Group L.L.C.17,818$290K0.16%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC17,250$281K0.11%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP15,737$256K<0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,425$251K<0.01%-44,94513F-HRTimelineGroup
NORTHEAST PLANNING ASSOCIATES, INC. / N…14,950$243K0.21%new13F-HRTimeline
NWF Advisory Services Inc.14,675$239K0.03%-7313F-HRTimeline
Private Advisor Group, LLC14,659$238K<0.01%-28,80813F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.13,284$216K0.08%+2,78413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,593$205K0.01%-18213F-HRTimelineGroup
Hilton Capital Management, LLC12,000$195K0.02%013F-HRTimeline
Capital Investment Advisors, LLC10,800$176K<0.01%013F-HRTimeline
PFG Investments, LLC10,619$173K0.01%new13F-HRTimeline
LifePlan Investment Advisors, Inc.10,000$163K0.07%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp9,350$152K0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,786$77.9K<0.01%-16,77613F-HRTimelineGroup
Advisory Services Network, LLC3,750$61K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,664$59.6K0.02%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC2,747$44.7K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…1,250$20.3K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC1,100$17K0.01%013F-HRTimeline
NFSG Corp1,000$16.3K<0.01%013F-HRTimeline
Larson Financial Group LLC650$10.6K<0.01%013F-HRTimeline
IFP Advisors, Inc616$10K<0.01%013F-HR/ATimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC500$8.13K<0.01%013F-HRTimeline
Pacifica Partners Inc.422$6.88K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC378$6K<0.01%new13F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC50$821<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC40$651<0.01%new13F-HRTimelineGroup
Creekmur Asset Management LLC1$13<0.01%013F-HRTimeline