Access Financial Services: Key Purchases & Sales in Q2 2026

Access Financial Services, Inc., as reported on InsiderSet, saw substantial changes in its portfolio holdings during the second quarter of 2026. The firm's total assets under management stood at $291,004,127 as of June 30th.

The most significant purchase activity involved JUNW, which saw a remarkable increase in its position. The number of shares held jumped by 453,357 units (100%), making it one of the largest additions to the portfolio this quarter.

Alongside JUNW, Access also acquired substantial positions in other stocks like IBM, KLAC, and MINT. These purchases, detailed in the firm's filing, reflect strategic decisions to diversify or increase exposure during this period.

Conversely, Access demonstrated significant selling activity. Shares of IOCT, 45783Y343, and EJUL were substantially reduced or completely liquidated. The sale of IOCT, in particular, involved a large reduction from its previous position.

The firm also disposed of other holdings like FYWS, FJUL, and FBYT. These exits, along with the sales of IOCT, 45783Y343, and EJUL, highlight a period where Access was actively reducing its stake in certain areas.

Furthermore, while not acquiring new stocks outside their current categories, Access also sold existing positions like FBYT, indicating a dynamic approach to managing its portfolio throughout the quarter.