ACCESS FINANCIAL SERVICES, INC.

Position in WSO — Watsco Inc

CIK 1699622 MINNEAPOLIS, MN

Position in WSO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,168,510

+$134,256 QoQ

Shares Held

2,804

-1.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

2.09%

of 13F equity value

Holder Rank

#337

of 780 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

ACCESS FINANCIAL SERVICES, INC. holds $1,721,863 across 2 Industrial Distribution names. WSO ranks #1 (67.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WSO	Watsco Inc This page	2,804	$1,168,510
2	FAST	Fastenal Co	11,521	$553,353

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,168,510	2,804	-1.4%	Shares	Sole	2026-07-16
2026-03-31	$1,034,254	2,843	-5.6%	Shares	Sole	2026-04-15
2025-12-31	$1,015,230	3,013	-14.5%	Shares	Sole	2026-01-21
2025-09-30	$1,424,753	3,524	-1.0%	Shares	Sole	2025-10-20
2025-06-30	$1,572,167	3,560	+4.3%	Shares	Sole	2025-07-18
2025-03-31	$1,734,319	3,412	+6.4%	Shares	Sole	2025-04-17
2024-12-31	$1,519,765	3,207	+0.4%	Shares	Sole	2025-01-16
2024-09-30	$1,570,572	3,193	-12.1%	Shares	Sole	2024-10-31
2024-06-30	$1,683,414	3,634	-0.2%	Shares	Sole	2024-07-25
2024-03-31	$1,573,234	3,642	+9.6%	Shares	Sole	2024-04-23
2023-12-31	$1,423,805	3,323	-15.2%	Shares	Sole	2024-01-18
2023-09-30	$1,479,529	3,917	-0.3%	Shares	Sole	2023-10-26
2023-06-30	$1,498,795	3,929	-0.8%	Shares	Sole	2023-08-08
2023-03-31	$1,259,913	3,960	+14.6%	Shares	Sole	2023-04-24
2022-12-31	$861,427	3,454	+11.3%	Shares	Sole	2023-01-20
2022-09-30	$798,898	3,103	-23.5%	Shares	Sole	2022-10-18
2022-06-30	$968,892	4,057	—	Shares	Sole	2022-07-20
No filing history on record for this holder in this stock.