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Crestwood Advisors Group’s ACI Worldwide ACIW Stock Holding History

Crestwood Advisors Group’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
2026
Q2 		$210K Buy
+4,179
New +$182K ﹤0.01% 822
2026
Q1 		– Sell
-4,369
Closed -$209K – 767
2025
Q4 		$209K Sell
4,369
-106
-2% -$5.14K ﹤0.01% 656
2025
Q3 		$236K Buy
+4,475
New +$211K ﹤0.01% 516

Other funds holding ACIW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Crestwood Advisors Group's ACIW Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in ACI Worldwide (ACIW) in Q2 2026: 4,179 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #822 among its holdings. This is a return to the name: Crestwood Advisors Group previously reported a position in ACIW as recently as Q4 2025.

Crestwood Advisors Group first reported a position in ACIW in Q3 2025 and has held it in 3 quarters since. The position peaked at $236K in Q3 2025. 378 funds tracked by Wall St. Rank hold ACIW as of Q2 2026.

  • Crestwood Advisors Group held 4,179 shares of ACI Worldwide worth $210K as of Q2 2026.
  • ACI Worldwide was a new Crestwood Advisors Group position in Q2 2026.
  • ACI Worldwide made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #822 holding.
  • Crestwood Advisors Group first reported a position in ACI Worldwide in Q3 2025 and has held it in 3 quarters since.
  • Crestwood Advisors Group's ACI Worldwide position peaked at $236K in Q3 2025.
  • 378 funds tracked by Wall St. Rank held ACI Worldwide as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.