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Burkett Financial Services’s Acco Brands ACCO Stock Holding History

Burkett Financial Services’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-107
Closed -$448 – 225
2025
Q1 		$448 Buy
107
+2
+2% +$10 ﹤0.01% 243
2024
Q4 		$552 Buy
105
+1
+1% +$6 ﹤0.01% 204
2024
Q3 		$568 Buy
104
+2
+2% +$10 ﹤0.01% 201
2024
Q2 		$481 Buy
102
+1
+1% +$5 ﹤0.01% 184
2024
Q1 		$566 Buy
101
+1
+1% +$6 ﹤0.01% 186
2023
Q4 		$605 Buy
+100
New +$530 ﹤0.01% 183

Other funds holding ACCO

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
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
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Burkett Financial Services's ACCO Position: Q2 2025 in Review

Burkett Financial Services sold out of Acco Brands (ACCO) in Q2 2025, closing a stake of 107 shares — an estimated $448 sold.

Burkett Financial Services first reported a position in ACCO in Q4 2023 and held it in 6 quarters. The position peaked at $605 in Q4 2023. 199 funds tracked by Wall St. Rank hold ACCO as of Q2 2025.

  • Burkett Financial Services reported no remaining Acco Brands position as of Q2 2025 after selling out during the quarter.
  • Burkett Financial Services sold 107 Acco Brands shares in Q2 2025, an estimated $448.
  • Burkett Financial Services first reported a position in Acco Brands in Q4 2023 and held it in 6 quarters.
  • Burkett Financial Services's Acco Brands position peaked at $605 in Q4 2023.
  • 199 funds tracked by Wall St. Rank held Acco Brands as of Q2 2025.

Based on Burkett Financial Services's 13F filing for Q2 2025, filed 1 Jul 2025.