DOSSIER · 13F-HR · Q1 2026
ACCESS FINANCIAL SERVICES, INC.
ACCESS FINANCIAL SERVICES's hedge fund based in New York, NY — $282M in tracked AUM across 95 positions as of Q1 2026.
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ACCESS FINANCIAL SERVICES·New York, NY·Hedge Fund
CIK 0001699622 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
ACCESS FINANCIAL SERVICES, INC. has reported a significant expansion in its investment portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 119.0%, growing from $125.44 million to $274.67 million. This substantial increase in AUM (Assets Under Management) suggests either significant capital inflows, a drastic shift in investment mandate, or aggressive re-allocation of capital. The portfolio consists of 100 holdings, indicating a diversif...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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