Question 1

What stocks does ACCESS FINANCIAL SERVICES INC hold in its portfolio?

Accepted Answer

ACCESS FINANCIAL SERVICES INC's top stock holdings include MSFT, SCHX, AAPL and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ACCESS FINANCIAL SERVICES INC's largest stock holdings?

Accepted Answer

ACCESS FINANCIAL SERVICES INC's largest stock holdings as of their last filing include MSFT (valued at approximately $3.9 million), SCHX (valued at approximately $41.4 million), AAPL (valued at approximately $2.8 million), SCHO (valued at approximately $33.8 million), VLO (valued at approximately $2.4 million).

Question 3

When was ACCESS FINANCIAL SERVICES INC's last SEC filing?

Accepted Answer

ACCESS FINANCIAL SERVICES INC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ACCESS FINANCIAL SERVICES INC recently bought or sold?

Accepted Answer

ACCESS FINANCIAL SERVICES INC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ACCESS FINANCIAL SERVICES INC reported?

Accepted Answer

ACCESS FINANCIAL SERVICES INC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ACCESS FINANCIAL SERVICES INC invest in?

Accepted Answer

ACCESS FINANCIAL SERVICES INC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.