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Pimco Access Income Fund shares owned by LifePlan Investment Advisors

Quarter-by-quarter ownership of Pimco Access Income Fund (PAXS) shares owned by LifePlan Investment Advisors from 13F filings

Historical chart of LifePlan Investment Advisors investment in Pimco Access Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Access Income Fund held by LifePlan Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Access Income Fund by LifePlan Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $146k 10k 14.55

More positions owned by LifePlan Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for LifePlan Investment Advisors

Top funds holding Pimco Access Income Fund

Wells Fargo & Company
HPM Partners
Morgan Stanley
Penserra Capital Management
Royal Bank of Canada
Cohen & Steers Capital Management
UBS Group
Bank of America Corporation
Thomas J. Herzfeld Advisors
Envestnet Asset Management
Element Wealth
LPL Financial
Rockefeller Capital Management
Berson & Corrado Investment Advisors
Smith, Moore & Co.

View all funds holding Pimco Access Income Fund