ACCESS FINANCIAL SERVICES, INC.
All 13F Filings
- Location
- Minneapolis, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 305,030
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 103 | 305,030 | 13F-HR | ACCESS FINANCIAL SERVICES, INC. |
| Q1 2026 | 4/15/2026 | 95 | 282,086 | 13F-HR | ACCESS FINANCIAL SERVICES, INC. |
| Q4 2025 | 1/21/2026 | 100 | 274,666 | 13F-HR | ACCESS FINANCIAL SERVICES, INC. |
| Q3 2025 | 10/20/2025 | 101 | 276,093 | 13F-HR | ACCESS FINANCIAL SERVICES, INC. |
| Q2 2025 | 7/18/2025 | 98 | 264,556 | 13F-HR | ACCESS FINANCIAL SERVICES, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 78.4 K | 25.7% | 8.47 K | 0 | 8.47 K |
| ETFs | 226.6 K | 74.3% | 14.47 K | 0 | 14.47 K |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
305,030
Holdings
103
QoQ value change ($000)
22,944
(8.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.