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Community Financial Services Group’s Accenture ACN Stock Holding History

Community Financial Services Group’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 		$76.3K Buy
582
+517
+795% +$89.8K 0.01% 195
2026
Q1 		$12.8K Buy
+65
New +$15.1K ﹤0.01% 301
2025
Q4 		– Sell
-4,573
Closed -$1.13M – 99
2025
Q3 		$1.13M Buy
4,573
+61
+1% +$15.9K 0.21% 64
2025
Q2 		$1.35M Sell
4,512
-870
-16% -$265K 0.27% 62
2025
Q1 		$1.68M Buy
5,382
+170
+3% +$60K 0.36% 60
2024
Q4 		$1.83M Buy
5,212
+117
+2% +$42.1K 0.36% 62
2024
Q3 		$1.8M Buy
5,095
+48
+1% +$15.8K 0.37% 66
2024
Q2 		$1.53M Buy
5,047
+236
+5% +$72.3K 0.33% 70
2024
Q1 		$1.67M Buy
+4,811
New +$1.75M 0.38% 71
2023
Q3 		$1.02M Buy
+3,327
New +$1.05M 0.26% 56
2021
Q4 		$1.3M Sell
3,138
-170
-5% -$62K 0.33% 50
2021
Q3 		$1.06M Buy
3,308
+729
+28% +$237K 0.29% 50
2021
Q2 		$761K Buy
2,579
+30
+1% +$8.59K 0.21% 60
2021
Q1 		$705K Buy
2,549
+29
+1% +$7.5K 0.21% 62
2020
Q4 		$659K Buy
2,520
+317
+14% +$76K 0.21% 58
2020
Q3 		$497K Buy
2,203
+852
+63% +$195K 0.18% 65
2020
Q2 		$290K Buy
+1,351
New +$256K 0.11% 74

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

Community Financial Services Group's ACN Position: Q2 2026 in Review

Community Financial Services Group increased its Accenture (ACN) stake by 795% in Q2 2026, buying an estimated $89.8K and bringing the position to 582 shares worth $76.3K. The position accounts for 0.01% of the portfolio, ranked #195.

Community Financial Services Group first reported a position in ACN in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.83M in Q4 2024. 352 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Community Financial Services Group held 582 shares of Accenture worth $76.3K as of Q2 2026.
  • Community Financial Services Group bought 517 Accenture shares in Q2 2026, an estimated $89.8K.
  • Accenture made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #195 holding.
  • Community Financial Services Group first reported a position in Accenture in Q2 2020 and has held it in 17 quarters since.
  • Community Financial Services Group's Accenture position peaked at $1.83M in Q4 2024.
  • 352 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.