Back to PAXS
INDEPENDENT FINANCIAL GROUP, LLC → PAXS
INDEPENDENT FINANCIAL GROUP, LLC PAXS Position History
PIMCO Access Income Fund • Financial Services
Quarters held
9
Latest value
$589K
Q3 2026
Peak value
$917K
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $871K |
| Q1 2025 | $917K |
| Q2 2025 | $757K |
| Q3 2025 | $805K |
| Q4 2025 | $696K |
| Q1 2026 | $411K |
| Q1 2026 | $656K |
| Q2 2026 | $651K |
| Q3 2026 | $589K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $589K | 44.5K | — | — |
| Q2 2026 | $651K | 44.7K | — | — |
| Q1 2026 | $656K | 45.5K | — | — |
| Q1 2026 | $411K | 28.6K | — | — |
| Q4 2025 | $696K | 45.5K | — | — |
| Q3 2025 | $805K | 49.5K | — | — |
| Q2 2025 | $757K | 50.1K | — | — |
| Q1 2025 | $917K | 57.1K | — | — |
| Q4 2024 | $871K | 57.1K | — | — |
Other funds holding PAXS
$21.6M
$21.4M
$19.4M
$19.4M
$17.4M
$17.4M