Osbon Capital Management LLC PAXS — PIMCO ACCESS INCOME FUND SHS BENFIN INT

Ownership history in Osbon Capital Management LLC  ·  3 quarters on record

AI Ownership Summary

Osbon Capital Management LLC reported PIMCO ACCESS INCOME FUND SHS BENFIN INT (PAXS) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.06% in 2026 Q3. The latest visible filing shows PAXS at 0.06% 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 Osbon Capital Management LLC's position in PIMCO ACCESS INCOME FUND SHS BENFIN INT, 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 Q3

PAXS was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q3

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

Time in book
Holding Window
2026 Q1 to 2026 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 Osbon Capital Management LLC 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 6,112 +5,579 +1046.7% 0.06% $81K 2026-11-12 $13.03
2026 Q2 REDUCED 88.6% -7.0% ✅ 533 -4,126 -88.6% 0.01% $8K 2026-08-13 $14.08
2026 Q1 INITIATED — — — 4,659 — — 0.05% $67K 2026-05-15 $13.19

FAQ About Osbon Capital Management 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 Osbon Capital Management LLC reported owning PAXS?

Osbon Capital Management LLC reported PAXS across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported PAXS position in Osbon Capital Management LLC's portfolio?

The largest reported portfolio weight for PAXS was 0.06% in 2026 Q3.

What is the latest reported PAXS position on this page?

The most recent filing on this page is 2026 Q3, when Osbon Capital Management LLC reported 6,112 shares, equal to 0.06% of portfolio, with an estimated market value of $81K.

What does the chart on this PAXS ownership page compare?

The chart compares Osbon Capital Management 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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