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Bullock Wealth Management’s ACI Worldwide ACIW Stock Holding History

Bullock Wealth Management’s Portfolio ACIW Stock Details ACIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-538
Closed -$24.7K – 622
2025
Q2 		$24.7K Sell
538
-381
-41% -$18.7K 0.01% 301
2025
Q1 		$52.1K Hold
919
– – 0.03% 239
2024
Q4 		$47.7K Buy
919
+177
+24% +$9.41K 0.03% 261
2024
Q3 		$37.4K Buy
+742
New +$33.9K 0.02% 264

Other funds holding ACIW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Bullock Wealth Management's ACIW Position: Q3 2025 in Review

Bullock Wealth Management sold out of ACI Worldwide (ACIW) in Q3 2025, closing a stake of 538 shares — an estimated $24.7K sold.

Bullock Wealth Management first reported a position in ACIW in Q3 2024 and held it in 4 quarters. The position peaked at $52.1K in Q1 2025. 400 funds tracked by Wall St. Rank hold ACIW as of Q3 2025.

  • Bullock Wealth Management reported no remaining ACI Worldwide position as of Q3 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 538 ACI Worldwide shares in Q3 2025, an estimated $24.7K.
  • Bullock Wealth Management first reported a position in ACI Worldwide in Q3 2024 and held it in 4 quarters.
  • Bullock Wealth Management's ACI Worldwide position peaked at $52.1K in Q1 2025.
  • 400 funds tracked by Wall St. Rank held ACI Worldwide as of Q3 2025.

Based on Bullock Wealth Management's 13F filing for Q3 2025, filed 24 Sep 2026.