Creative Planning
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Creative Planning’s Acco Brands ACCO Stock Holding History

Creative Planning’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
Q2 		$1.89M Buy
454,108
+350,542
+338% +$1.29M ﹤0.01% 2130
2026
Q1 		$311K Buy
103,566
+2,356
+2% +$8.87K ﹤0.01% 3404
2025
Q4 		$378K Sell
101,210
-28,026
-22% -$104K ﹤0.01% 3076
2025
Q3 		$516K Buy
129,236
+74,815
+137% +$291K ﹤0.01% 2692
2025
Q2 		$195K Buy
54,421
+18,924
+53% +$70K ﹤0.01% 3234
2025
Q1 		$149K Buy
35,497
+34,885
+5,700% +$171K ﹤0.01% 3159
2024
Q4 		$3.21K Buy
+612
New +$3.4K ﹤0.01% 3432
2023
Q4 		– Sell
-382
Closed -$2.17K – 2749
2023
Q3 		$2.17K Buy
+382
New +$2.13K ﹤0.01% 2799
2023
Q2 		– Sell
-14
Closed -$75 – 2647
2023
Q1 		$75 Buy
+14
New +$80 ﹤0.01% 2637
2017
Q3 		– Sell
-610
Closed -$7K – 1892
2017
Q2 		$7K Hold
610
– – ﹤0.01% 3800
2017
Q1 		$8K Sell
610
-3,866
-86% -$50.3K ﹤0.01% 3700
2016
Q4 		$58K Buy
4,476
+17
+0.4% +$199 ﹤0.01% 2268
2016
Q3 		$43K Buy
4,459
+125
+3% +$1.28K ﹤0.01% 2476
2016
Q2 		$45K Buy
4,334
+3,788
+694% +$36.7K ﹤0.01% 2194
2016
Q1 		$5K Sell
546
-206
-27% -$1.44K ﹤0.01% 3554
2015
Q4 		$5K Sell
752
-18
-2% -$140 ﹤0.01% 3645
2015
Q3 		$5K Buy
+770
New +$5.77K ﹤0.01% 3578
2015
Q2 		– Sell
-3,670
Closed -$30K – 1116
2015
Q1 		$30K Hold
3,670
– – ﹤0.01% 2394
2014
Q4 		$33K Buy
3,670
+23
+0.6% +$190 ﹤0.01% 2272
2014
Q3 		$25K Sell
3,647
-100
-3% -$700 ﹤0.01% 2382
2014
Q2 		$24K Buy
3,747
+2,990
+395% +$18.3K ﹤0.01% 2373
2014
Q1 		$5K Sell
757
-66
-8% -$405 ﹤0.01% 3053
2013
Q4 		$6K Buy
823
+47
+6% +$299 ﹤0.01% 2753
2013
Q3 		$5K Buy
776
+234
+43% +$1.6K ﹤0.01% 2710
2013
Q2 		$3K Buy
+542
New +$3.66K ﹤0.01% 2688

Other funds holding ACCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's ACCO Position: Q2 2026 in Review

Creative Planning increased its Acco Brands (ACCO) stake by 338% in Q2 2026, buying an estimated $1.29M and bringing the position to 454,108 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

Creative Planning first reported a position in ACCO in Q2 2013 and has held it in 25 quarters since. 198 funds tracked by Wall St. Rank hold ACCO as of Q2 2026.

  • Creative Planning held 454,108 shares of Acco Brands worth $1.89M as of Q2 2026.
  • Creative Planning bought 350,542 Acco Brands shares in Q2 2026, an estimated $1.29M.
  • Acco Brands made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2130 holding.
  • Creative Planning first reported a position in Acco Brands in Q2 2013 and has held it in 25 quarters since.
  • 198 funds tracked by Wall St. Rank held Acco Brands as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.