PAXS β€” PIMCO ACCESS INCOME FUND

Ownership history in Larson Financial Group LLC  Β·  8 quarters on record

AI Ownership Summary

Larson Financial Group LLC reported PIMCO ACCESS INCOME FUND (PAXS) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows PAXS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PAXS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Larson Financial Group LLC's position in PIMCO ACCESS INCOME FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PAXS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Larson Financial Group LLC held PAXS β€” position size vs. price
% of Fund (quarterly)    PAXS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 650 β€” 0% 0.00% $11K 2025-11-14 $15.16
2025 Q2 UNCHANGED 650 β€” 0% 0.00% $10K 2025-08-08 $14.53
2025 Q1 UNCHANGED 650 β€” 0% 0.00% $10K 2025-05-02 $13.93
2024 Q4 REDUCED 650 -7 -1.1% 0.00% $10K 2025-02-07 $14.26
2024 Q3 UNCHANGED 657 β€” 0% 0.00% $11K 2024-11-12 $13.77
2024 Q2 UNCHANGED 657 β€” 0% 0.00% $10K 2024-08-02 $12.65
2024 Q1 ADDED 657 +307 +87.7% 0.00% $10K 2024-05-03 $12.95
2023 Q4 INITIATED 350 β€” β€” 0.00% $5K 2024-02-01 $11.60

🏒 Other funds also holding PAXS

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.86% Crumly & Associates Inc. 3Y 0.12%

FAQ About Larson Financial Group LLC and PAXS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Larson Financial Group LLC reported owning PAXS?

Larson Financial Group LLC reported PAXS across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PAXS position in Larson Financial Group LLC's portfolio?

The largest reported portfolio weight for PAXS was 0.00% in 2024 Q1.

What is the latest reported PAXS position on this page?

The most recent filing on this page is 2025 Q3, when Larson Financial Group LLC reported 650 shares, equal to 0.00% of portfolio, with an estimated market value of $11K.

What does the chart on this PAXS ownership page compare?

The chart compares Larson Financial Group LLC's quarterly PAXS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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