Beacon Financial Advisory
ACN icon

Beacon Financial Advisory’s Accenture ACN Stock Holding History

Beacon Financial Advisory’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
Q3 		$570K Sell
3,110
-129
-4% -$21.8K 0.11% 226
2026
Q2 		$403K Buy
3,239
+1,236
+62% +$215K 0.08% 280
2026
Q1 		$397K Sell
2,003
-257
-11% -$59.9K 0.09% 264
2025
Q4 		$606K Buy
2,260
+167
+8% +$42.4K 0.14% 183
2025
Q3 		$516K Buy
+2,093
New +$546K 0.12% 207

Other funds holding ACN

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Beacon Financial Advisory's ACN Position: Q3 2026 in Review

Beacon Financial Advisory reduced its Accenture (ACN) stake by 4% in Q3 2026, selling an estimated $21.8K and leaving 3,110 shares worth $570K. The position accounts for 0.11% of the portfolio, ranked #226.

Beacon Financial Advisory first reported a position in ACN in Q3 2025 and has held it in 5 quarters since. The position peaked at $606K in Q4 2025. 998 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Beacon Financial Advisory held 3,110 shares of Accenture worth $570K as of Q3 2026.
  • Beacon Financial Advisory sold 129 Accenture shares in Q3 2026, an estimated $21.8K.
  • Accenture made up 0.11% of Beacon Financial Advisory's portfolio in Q3 2026, its #226 holding.
  • Beacon Financial Advisory first reported a position in Accenture in Q3 2025 and has held it in 5 quarters since.
  • Beacon Financial Advisory's Accenture position peaked at $606K in Q4 2025.
  • 998 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.