PAXS — PIMCO ACCESS INCOME FUND

Ownership history in SMITH, MOORE & CO.  ·  6 quarters on record

This page tracks every 13F SEC filing in which SMITH, MOORE & CO. reported a position in PIMCO ACCESS INCOME FUND (PAXS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.17% (2025 Q1)
Avg. % of fund
0.15%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 123,790 -2,916 -2.3% 0.14% $1.9M $14.87
2025 Q3 ADDED 126,706 +8,510 +7.2% 0.16% $2.1M $15.37
2025 Q2 ADDED 118,196 +3,726 +3.3% 0.15% $1.8M $13.87
2025 Q1 ADDED 114,470 +14,474 +14.5% 0.17% $1.8M $14.31
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PAXS price (monthly, adj. close)

Other funds also holding PAXS

As of 2025 Q4 — sorted by position size

Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 3.87% SOL Capital Management CO 3Y 7Y 2.02% Element Wealth, LLC 3Y 1.25% CORRADO ADVISORS, LLC 3Y 7Y 1.17% NORTHEAST PLANNING ASSOCIATES, INC. / NH / 0.17% Crumly & Associates Inc. 3Y 0.13% Mathes Company, Inc. 3Y 7Y 0.12% Fortitude Advisory Group L.L.C. 3Y 0.12% Navis Wealth Advisors, LLC 3Y 0.1% IAMS WEALTH MANAGEMENT, LLC 0.1%
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