Birch Financial Group
ACN icon

Birch Financial Group’s Accenture ACN Stock Holding History

Birch Financial Group’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 		$119K Buy
+650
New +$110K 0.06% 178
2026
Q2 		– Sell
-1,094
Closed -$217K – 137
2026
Q1 		$217K Sell
1,094
-35
-3% -$8.16K 0.13% 127
2025
Q4 		$303K Buy
1,129
+17
+2% +$4.32K 0.17% 103
2025
Q3 		$274K Sell
1,112
-365
-25% -$95.2K 0.16% 94
2025
Q2 		$442K Buy
1,477
+5
+0.3% +$1.52K 0.35% 64
2025
Q1 		$459K Buy
1,472
+18
+1% +$6.36K 0.41% 56
2024
Q4 		$512K Buy
+1,454
New +$523K 0.58% 34

Other funds holding ACN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Birch Financial Group's ACN Position: Q3 2026 in Review

Birch Financial Group opened a new position in Accenture (ACN) in Q3 2026: 650 shares worth $119K. The stake represents 0.06% of the portfolio and ranks #178 among its holdings. This is a return to the name: Birch Financial Group previously reported a position in ACN as recently as Q1 2026.

Birch Financial Group first reported a position in ACN in Q4 2024 and has held it in 7 quarters since. The position peaked at $512K in Q4 2024. 1,357 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Birch Financial Group held 650 shares of Accenture worth $119K as of Q3 2026.
  • Accenture was a new Birch Financial Group position in Q3 2026.
  • Accenture made up 0.06% of Birch Financial Group's portfolio in Q3 2026, its #178 holding.
  • Birch Financial Group first reported a position in Accenture in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's Accenture position peaked at $512K in Q4 2024.
  • 1,357 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.