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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 2025-12-31, 11,333,144 shares in all. 10 filers opened a position and 13 filers sold out during the quarter.

Managers
64
13F filers
64
New
10
Added
24
Reduced
17
Sold out
13
Shares held by filers
11,333,144

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,768,979$27.1M0.01%+51,52313F-HRTimelineGroup
SOL Capital Management CO1,471,674$22.5M2.02%+39,82913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,276,072$19.5M<0.01%+198,46113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,034,554$15.8M<0.01%-345,80313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,025,039$15.7M<0.01%+81,37513F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.911,766$13.9M0.03%+36,39213F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.747,910$11.4M3.87%+266,47313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC592,951$9.07M<0.01%+119,96813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/396,600$6.07M<0.01%-76013F-HRTimelineGroup
Element Wealth, LLC198,309$3.03M1.26%-2,81013F-HRTimeline
LPL Financial LLC161,882$2.48M<0.01%+19,45313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…156,304$2.39M<0.01%-1,52813F-HR/ATimelineGroup
CORRADO ADVISORS, LLC151,760$2.32M1.17%+9,81413F-HRTimeline
Noble Wealth Management PBC125,244$1.92M0.96%-11613F-HRTimeline
SMITH, MOORE & CO.123,790$1.89M0.14%-2,91613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC100,002$1.53M<0.01%+48,86413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.89,182$1.36M<0.01%+7,77913F-HRTimelineGroup
CHOREO, LLC72,158$1.11M0.01%+8,69113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC65,650$1M0.03%+9,00013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC52,356$801K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,762$715K<0.01%-1,09713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC46,431$710K<0.01%+6,63313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC45,500$696K0.02%-4,00013F-HRTimeline
Bramshill Investments, LLC43,963$673K0.04%+28813F-HRTimeline
Janney Montgomery Scott LLC42,273$647K<0.01%+64313F-HRTimeline
Crumly & Associates Inc.39,750$608K0.13%013F-HRTimeline
WEDBUSH SECURITIES INC38,894$595K0.02%-18313F-HRTimeline
COURIER CAPITAL LLC37,201$569K0.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,016$551K<0.01%-96713F-HRTimelineGroup
Chicago Partners Investment Group LLC29,027$462K0.01%+15413F-HRTimeline
COMERICA BANK28,637$438K<0.01%+77913F-HRTimeline
Cetera Investment Advisers25,849$395K<0.01%+1,67813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,001$383K<0.01%+9,57613F-HRTimelineGroup
Mathes Company, Inc.22,000$337K0.12%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd21,787$333K<0.01%new13F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC21,530$329K0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP21,391$327K<0.01%-10,63813F-HR/ATimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP20,734$317K<0.01%+4,99713F-HRTimelineGroup
Cambridge Investment Research Advisors,…20,314$311K<0.01%-25,67913F-HRTimeline
Fortitude Advisory Group L.L.C.17,818$273K0.12%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC17,250$264K0.1%013F-HRTimeline
&PARTNERS16,110$246K<0.01%-17,28113F-HRTimeline
TWO SIGMA SECURITIES, LLC15,955$244K0.03%new13F-HRTimeline
Navis Wealth Advisors, LLC15,733$241K0.1%new13F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…15,410$236K0.17%+46013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.13,132$201K<0.01%+8,34613F-HRTimelineGroup
NWF Advisory Services Inc.12,330$189K0.02%-2,34513F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.12,047$184K0.07%-1,23713F-HRTimeline
Hilton Capital Management, LLC12,000$184K0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,712$179K<0.01%-88113F-HRTimelineGroup
LifePlan Investment Advisors, Inc.10,000$153K0.06%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp9,350$143K0.01%013F-HRTimelineGroup
Activest Wealth Management7,500$115K0.02%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,664$56.1K0.02%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,205$33.7K<0.01%new13F-HRTimelineGroup
Commonwealth Retirement Investments LLC1,300$19.9K0.01%new13F-HRTimeline
FNY Investment Advisers, LLC1,100$16K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC914$14K<0.01%new13F-HRTimeline
IFP Advisors, Inc616$9.43K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC580$9K<0.01%+20213F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC500$7.65K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…375$5.74K<0.01%-87513F-HRTimeline
HARBOUR INVESTMENTS, INC.261$4K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC40$612<0.01%013F-HRTimelineGroup