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CGC Financial Services’s Accenture ACN Stock Holding History

CGC Financial Services’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
Q2 		$5.85K Hold
47
– – ﹤0.01% 250
2026
Q1 		$9.32K Hold
47
– – ﹤0.01% 218
2025
Q4 		$12.6K Hold
47
– – ﹤0.01% 213
2025
Q3 		$11.6K Hold
47
– – ﹤0.01% 218
2025
Q2 		$14K Buy
47
+14
+42% +$4.26K ﹤0.01% 189
2025
Q1 		$10.3K Hold
33
– – ﹤0.01% 194
2024
Q4 		$11.6K Hold
33
– – ﹤0.01% 192
2024
Q3 		$11.7K Hold
33
– – ﹤0.01% 192
2024
Q2 		$10K Hold
33
– – ﹤0.01% 201
2024
Q1 		$11.4K Buy
+33
New +$12K 0.01% 197

Other funds holding ACN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

CGC Financial Services's ACN Position: Q2 2026 in Review

CGC Financial Services held its Accenture (ACN) position steady in Q2 2026 at 47 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

CGC Financial Services first reported a position in ACN in Q1 2024 and has held it in 10 quarters since. The position peaked at $14K in Q2 2025. 298 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • CGC Financial Services held 47 shares of Accenture worth $5.85K as of Q2 2026.
  • CGC Financial Services left its Accenture share count unchanged in Q2 2026.
  • Accenture made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #250 holding.
  • CGC Financial Services first reported a position in Accenture in Q1 2024 and has held it in 10 quarters since.
  • CGC Financial Services's Accenture position peaked at $14K in Q2 2025.
  • 298 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.