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Disclosery

PAXS PIMCO ACCESS INCOME FUND

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SHS BENFIN INT (fund), issuer CIK 1886878

63 managers (63 13F filers) reported a position in PAXS shares at 2026-03-31, 12,508,831 shares in all. 11 filers opened a position and 12 filers sold out during the quarter.

Managers
63
13F filers
63
New
11
Added
16
Reduced
19
Sold out
12
Shares held by filers
12,508,831

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,832,360$26.4M0.01%+63,38113F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,532,951$22.1M0.03%+1,432,94913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,499,575$21.6M<0.01%+223,50313F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,263,663$18.2M0.21%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,152,845$16.6M<0.01%+127,80613F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,023,000$14.7M0.03%+111,23413F-HRTimelineGroup
UBS Group AGin group UBS Group AG969,614$14M<0.01%-64,94013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.439,995$6.34M2.16%-307,91513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/421,321$6.07M<0.01%+24,72113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC287,277$4.14M<0.01%-305,67413F-HRTimelineGroup
Element Wealth, LLC198,031$2.85M1.18%-27813F-HRTimeline
LPL Financial LLC193,893$2.79M<0.01%+32,01113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…176,460$2.54M<0.01%+20,15613F-HRTimelineGroup
CORRADO ADVISORS, LLC160,268$2.31M1.2%+8,50813F-HRTimeline
SMITH, MOORE & CO.127,569$1.84M0.13%+3,77913F-HRTimeline
Noble Wealth Management PBC119,068$1.72M0.88%-6,17613F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC94,489$1.36M0.07%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC68,837$992K<0.01%+22,07513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC66,027$951K<0.01%+13,67113F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC51,700$745K0.02%-13,95013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,911$719K<0.01%-39,27113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC45,500$656K0.01%013F-HR/ATimeline
Bramshill Investments, LLC43,689$630K0.05%-27413F-HRTimeline
WEDBUSH SECURITIES INC42,140$607K0.02%+3,24613F-HRTimeline
Janney Montgomery Scott LLC42,065$606K<0.01%-20813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,208$594K<0.01%-5,22313F-HRTimeline
Crumly & Associates Inc.39,750$573K0.12%013F-HRTimeline
COURIER CAPITAL LLC37,201$536K0.03%013F-HR/ATimeline
CHOREO, LLC36,346$526K0.01%-35,81213F-HRTimeline
Integrated Wealth Concepts LLC30,470$439K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,338$408K<0.01%-7,67813F-HRTimelineGroup
Chicago Partners Investment Group LLC27,736$406K0.01%-1,29113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,198$363K<0.01%+19713F-HRTimelineGroup
Wealth Care LLC25,146$362K0.32%13F-HRTimeline
HighTower Advisors, LLC25,000$360K<0.01%new13F-HRTimeline
Cetera Investment Advisers22,677$327K<0.01%-3,17213F-HRTimeline
Mathes Company, Inc.22,000$317K0.12%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP20,734$299K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…19,252$277K<0.01%-1,06213F-HRTimeline
Fortitude Advisory Group L.L.C.17,818$257K0.12%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC17,250$249K0.09%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC15,832$228K0.01%-5,69813F-HRTimelineGroup
NORTHEAST PLANNING ASSOCIATES, INC. / N…15,410$222K0.15%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd14,214$205K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.13,132$189K<0.01%013F-HRTimelineGroup
NWF Advisory Services Inc.12,330$178K0.02%013F-HRTimeline
&PARTNERS12,210$176K<0.01%-3,90013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.12,047$174K0.06%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,837$171K<0.01%+12513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,207$147K<0.01%new13F-HRTimelineGroup
LifePlan Investment Advisors, Inc.10,000$144K0.06%013F-HRTimeline
Activest Wealth Management7,500$108K0.02%013F-HRTimeline
Osbon Capital Management LLC4,659$67.1K0.05%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,664$52.8K0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.2,825$40.7K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,045$15.1K<0.01%new13F-HRTimelineGroup
FNY Investment Advisers, LLC1,100$15K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC847$12.2K<0.01%+26713F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC500$7.31K<0.01%013F-HRTimeline
Advisors Asset Management, Inc.423$6.09K<0.01%new13F-HRTimeline
IFP Advisors, Inc400$5.76K<0.01%-21613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…277$3.99K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP20,000$288-1,39113F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.