CWM
ACIW icon

Congress Wealth Management’s ACI Worldwide ACIW Stock Holding History

Congress 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
Q2 		$7.42M Sell
161,542
-2,336
-1% -$115K 0.07% 310
2025
Q1 		$8.97M Buy
163,878
+5,720
+4% +$304K 0.11% 227
2024
Q4 		$8.21M Buy
+158,158
New +$8.41M 0.11% 225

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 $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Congress Wealth Management's ACIW Position: Q2 2025 in Review

Congress Wealth Management reduced its ACI Worldwide (ACIW) stake by 1.4% in Q2 2025, selling an estimated $115K and leaving 161,542 shares worth $7.42M. The position accounts for 0.07% of the portfolio, ranked #310.

Congress Wealth Management first reported a position in ACIW in Q4 2024 and has held it in 3 quarters since. The position peaked at $8.97M in Q1 2025. 392 funds tracked by Wall St. Rank hold ACIW as of Q2 2025.

  • Congress Wealth Management held 161,542 shares of ACI Worldwide worth $7.42M as of Q2 2025.
  • Congress Wealth Management sold 2,336 ACI Worldwide shares in Q2 2025, an estimated $115K.
  • ACI Worldwide made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #310 holding.
  • Congress Wealth Management first reported a position in ACI Worldwide in Q4 2024 and has held it in 3 quarters since.
  • Congress Wealth Management's ACI Worldwide position peaked at $8.97M in Q1 2025.
  • 392 funds tracked by Wall St. Rank held ACI Worldwide as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.