BankPlus Wealth Management’s Accenture ACN Stock Holding History

BankPlus Wealth Management’s Portfolio ACN Stock Details ACN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,293	Closed	-$615K	–	118
2025 Q4	$615K	Sell	2,293 -46	-2%	-$11.7K	0.34%	53
2025 Q3	$577K	Buy	2,339 +132	+6%	+$34.4K	0.34%	57
2025 Q2	$660K	Buy	2,207 +99	+5%	+$30.2K	0.44%	41
2025 Q1	$658K	Buy	2,108 +64	+3%	+$22.6K	0.48%	39
2024 Q4	$719K	Buy	+2,044	New	+$736K	0.54%	37

Other funds holding ACN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BankPlus Wealth Management's ACN Position: Q1 2026 in Review

BankPlus Wealth Management sold out of Accenture (ACN) in Q1 2026, closing a stake of 2,293 shares — an estimated $615K sold.

BankPlus Wealth Management first reported a position in ACN in Q4 2024 and held it in 5 quarters. The position peaked at $719K in Q4 2024. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

BankPlus Wealth Management reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
BankPlus Wealth Management sold 2,293 Accenture shares in Q1 2026, an estimated $615K.
BankPlus Wealth Management first reported a position in Accenture in Q4 2024 and held it in 5 quarters.
BankPlus Wealth Management's Accenture position peaked at $719K in Q4 2024.
2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on BankPlus Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.