Access Financial Services, Inc. Portfolio Holdings
Access Financial Services, Inc.
- $207 Million
- Q3 2025
Access Financial Services, Inc. has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $207 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $37.1M, Schwab Short Term Us Treasury with a value of $32.9M, Innovator Etfs Tr with a value of $14.5M, Schwab Fundamental U S Large C with a value of $11.9M, and Microsoft Corp with a value of $5.5M.
Examining the 13F form we can see an increase of $31.7M in the current position value, from $175M to 207M.
Below you can find more details about Access Financial Services, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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