ACCESS FINANCIAL SERVICES, INC. - Portfolio Stock Holdings
ACCESS FINANCIAL SERVICES, INC. disclosed 114 stock positions in a recent SEC 13F filing. $300,190,910 of stock holdings were filed, with the largest holdings including SCHX, SCHO, and XONE. This filing represented positions held on Sept. 30, 2026, and was filed on Nov. 6, 2026.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:
Sept. 30, 2026No. of Stocks:
114Est. Stock Holding Value:
$300,190,910Top Stock Holdings By Sector
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Portfolio Stock Holdings - ACCESS FINANCIAL SERVICES, INC.
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