ACCESS FINANCIAL SERVICES, INC. - Portfolio Stock Holdings
ACCESS FINANCIAL SERVICES, INC. disclosed 106 stock positions in a recent SEC 13F filing. $305,052,405 of stock holdings were filed, with the largest holdings including SCHX, SCHO, and XONE. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $437,789,551 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
106Est. Stock Holding Value:
$305,052,405Top Stock Holdings By Sector
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Portfolio Stock Holdings - ACCESS FINANCIAL SERVICES, INC.
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