CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Acco Brands ACCO Stock Holding History

CAPTRUST Financial Advisors’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
2026
Q1 		$42.9K Sell
14,308
-7,200
-33% -$27.1K ﹤0.01% 2914
2025
Q4 		$80.2K Sell
21,508
-3,259
-13% -$12.1K ﹤0.01% 2636
2025
Q3 		$98.8K Buy
+24,767
New +$96.5K ﹤0.01% 2512
2023
Q4 		– Sell
-10,744
Closed -$61.7K – 2658
2023
Q3 		$61.7K Buy
10,744
+145
+1% +$809 ﹤0.01% 2468
2023
Q2 		$55.2K Buy
+10,599
New +$53.3K ﹤0.01% 2425
2022
Q3 		– Sell
-5,686
Closed -$37K – 2074
2022
Q2 		$37K Buy
5,686
+657
+13% +$4.79K ﹤0.01% 2977
2022
Q1 		$40K Sell
5,029
-985
-16% -$8.17K ﹤0.01% 2946
2021
Q4 		$50K Buy
6,014
+439
+8% +$3.78K ﹤0.01% 2661
2021
Q3 		$48K Buy
5,575
+1,878
+51% +$16.5K ﹤0.01% 2606
2021
Q2 		$32K Buy
3,697
+183
+5% +$1.63K ﹤0.01% 2790
2021
Q1 		$30K Buy
+3,514
New +$30.3K ﹤0.01% 2744
2019
Q2 		– Sell
-261
Closed -$2K – 1920
2019
Q1 		$2K Hold
261
– – ﹤0.01% 1671
2018
Q4 		$2K Hold
261
– – ﹤0.01% 1470
2018
Q3 		$3K Hold
261
– – ﹤0.01% 1427
2018
Q2 		$4K Hold
261
– – ﹤0.01% 1338
2018
Q1 		$3K Hold
261
– – ﹤0.01% 1197
2017
Q4 		$3K Buy
+261
New +$3.35K ﹤0.01% 1154

Other funds holding ACCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CAPTRUST Financial Advisors's ACCO Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Acco Brands (ACCO) stake by 33% in Q1 2026, selling an estimated $27.1K and leaving 14,308 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2914.

CAPTRUST Financial Advisors first reported a position in ACCO in Q4 2017 and has held it in 17 quarters since. The position peaked at $98.8K in Q3 2025. 194 funds tracked by Wall St. Rank hold ACCO as of Q1 2026.

  • CAPTRUST Financial Advisors held 14,308 shares of Acco Brands worth $42.9K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 7,200 Acco Brands shares in Q1 2026, an estimated $27.1K.
  • Acco Brands made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2914 holding.
  • CAPTRUST Financial Advisors first reported a position in Acco Brands in Q4 2017 and has held it in 17 quarters since.
  • CAPTRUST Financial Advisors's Acco Brands position peaked at $98.8K in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Acco Brands as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.