NWF Advisory Services Inc. PAXS PIMCO ACCESS INCOME FUND

Ownership history in NWF Advisory Services Inc.  ·  4 quarters on record

AI Ownership Summary

NWF Advisory Services Inc. reported PIMCO ACCESS INCOME FUND (PAXS) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q1. The latest visible filing shows PAXS at 0.02% 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 NWF Advisory Services Inc.'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
2026 Q1

PAXS was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 NWF Advisory Services Inc. held PAXS — position size vs. price
% of Fund (quarterly)    PAXS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 12,330 0% 0.02% $178K 2026-05-04 $14.58
2025 Q4 REDUCED 16.4% -3.0% 12,330 -2,418 -16.4% 0.02% $189K 2026-03-03 $15.08
2025 Q2 REDUCED 35.9% +9.9% 14,748 -8,263 -35.9% 0.03% $223K 2025-09-09 $14.93
2025 Q1 INITIATED 23,011 0.05% $354K 2025-05-14 $13.51

FAQ About NWF Advisory Services Inc. and PAXS

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

How long has NWF Advisory Services Inc. reported owning PAXS?

NWF Advisory Services Inc. reported PAXS across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported PAXS position in NWF Advisory Services Inc.'s portfolio?

The largest reported portfolio weight for PAXS was 0.05% in 2025 Q1.

What is the latest reported PAXS position on this page?

The most recent filing on this page is 2026 Q1, when NWF Advisory Services Inc. reported 12,330 shares, equal to 0.02% of portfolio, with an estimated market value of $178K.

What does the chart on this PAXS ownership page compare?

The chart compares NWF Advisory Services Inc.'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.

How well did NWF Advisory Services Inc. time their PAXS position?

Based on 13F filing dates vs. subsequent PAXS price moves, NWF Advisory Services Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on PAXS relative to SPY over the holding period was -4.5%.

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