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BOK Financial Private Wealth’s Accenture ACN Stock Holding History

BOK Financial Private Wealth’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 		$871K Sell
4,394
-214
-5% -$49.9K 0.05% 86
2025
Q4 		$1.24M Sell
4,608
-29
-0.6% -$7.37K 0.08% 79
2025
Q3 		$1.14M Sell
4,637
-2,770
-37% -$722K 0.07% 80
2025
Q2 		$2.21M Sell
7,407
-727
-9% -$221K 0.15% 53
2025
Q1 		$2.54M Sell
8,134
-123
-1% -$43.4K 0.19% 47
2024
Q4 		$2.9M Sell
8,257
-664
-7% -$239K 0.21% 47
2024
Q3 		$3.15M Sell
8,921
-1,244
-12% -$409K 0.23% 46
2024
Q2 		$3.08M Sell
10,165
-79
-0.8% -$24.2K 0.22% 46
2024
Q1 		$3.55M Sell
10,244
-693
-6% -$253K 0.26% 43
2023
Q4 		$3.84M Sell
10,937
-756
-6% -$244K 0.31% 40
2023
Q3 		$3.59M Sell
11,693
-1,331
-10% -$419K 0.31% 43
2023
Q2 		$4.02M Sell
13,024
-2,238
-15% -$650K 0.33% 45
2023
Q1 		$4.36M Buy
15,262
+90
+0.6% +$24.5K 0.35% 43
2022
Q4 		$4.05M Sell
15,172
-374
-2% -$103K 0.34% 44
2022
Q3 		$4M Sell
15,546
-164
-1% -$47.4K 0.36% 43
2022
Q2 		$4.36M Sell
15,710
-4,190
-21% -$1.26M 0.39% 39
2022
Q1 		$6.71M Buy
19,900
+188
+1% +$63.4K 0.48% 34
2021
Q4 		$8.17M Buy
19,712
+28
+0.1% +$10.2K 0.56% 28
2021
Q3 		$6.3M Sell
19,684
-2,679
-12% -$871K 0.5% 31
2021
Q2 		$6.59M Buy
22,363
+653
+3% +$187K 0.54% 31
2021
Q1 		$6M Buy
+21,710
New +$5.61M 0.55% 30
2020
Q4 		– Sell
-22,867
Closed -$5.17M – 182
2020
Q3 		$5.17M Sell
22,867
-1,444
-6% -$331K 0.54% 36
2020
Q2 		$5.22M Sell
24,311
-7,266
-23% -$1.37M 0.55% 36
2020
Q1 		$5.16M Sell
31,577
-12,847
-29% -$2.47M 0.63% 34
2019
Q4 		$9.35M Buy
+44,424
New +$8.66M 0.79% 29
2019
Q3 		– Sell
-1,347
Closed -$249K – 128
2019
Q2 		$249K Buy
1,347
+119
+10% +$21.4K 0.04% 113
2019
Q1 		$216K Buy
+1,228
New +$193K 0.03% 113

Other funds holding ACN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BOK Financial Private Wealth's ACN Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Accenture (ACN) stake by 4.6% in Q1 2026, selling an estimated $49.9K and leaving 4,394 shares worth $871K. The position accounts for 0.05% of the portfolio, ranked #86.

BOK Financial Private Wealth first reported a position in ACN in Q1 2019 and has held it in 27 quarters since. The position peaked at $9.35M in Q4 2019. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • BOK Financial Private Wealth held 4,394 shares of Accenture worth $871K as of Q1 2026.
  • BOK Financial Private Wealth sold 214 Accenture shares in Q1 2026, an estimated $49.9K.
  • Accenture made up 0.05% of BOK Financial Private Wealth's portfolio in Q1 2026, its #86 holding.
  • BOK Financial Private Wealth first reported a position in Accenture in Q1 2019 and has held it in 27 quarters since.
  • BOK Financial Private Wealth's Accenture position peaked at $9.35M in Q4 2019.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.