Embree Financial Group
ACN icon

Embree Financial Group’s Accenture ACN Stock Holding History

Embree Financial 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
Q3 		$453K Sell
2,473
-174
-7% -$29.4K 0.04% 180
2026
Q2 		$329K Buy
2,647
+263
+11% +$45.7K 0.03% 211
2026
Q1 		$473K Sell
2,384
-161
-6% -$37.5K 0.06% 160
2025
Q4 		$683K Buy
2,545
+105
+4% +$26.7K 0.08% 133
2025
Q3 		$602K Buy
2,440
+90
+4% +$23.5K 0.08% 136
2025
Q2 		$702K Buy
2,350
+31
+1% +$9.44K 0.11% 113
2025
Q1 		$724K Sell
2,319
-132
-5% -$46.6K 0.12% 107
2024
Q4 		$862K Hold
2,451
– – 0.15% 88
2024
Q3 		$866K Sell
2,451
-175
-7% -$57.5K 0.15% 85
2024
Q2 		$797K Sell
2,626
-40
-2% -$12.3K 0.15% 85
2024
Q1 		$924K Sell
2,666
-10,498
-80% -$3.83M 0.18% 82
2023
Q4 		$4.62M Buy
+13,164
New +$4.24M 0.97% 21

Other funds holding ACN

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Embree Financial Group's ACN Position: Q3 2026 in Review

Embree Financial Group reduced its Accenture (ACN) stake by 6.6% in Q3 2026, selling an estimated $29.4K and leaving 2,473 shares worth $453K. The position accounts for 0.04% of the portfolio, ranked #180.

Embree Financial Group first reported a position in ACN in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.62M in Q4 2023. 563 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Embree Financial Group held 2,473 shares of Accenture worth $453K as of Q3 2026.
  • Embree Financial Group sold 174 Accenture shares in Q3 2026, an estimated $29.4K.
  • Accenture made up 0.04% of Embree Financial Group's portfolio in Q3 2026, its #180 holding.
  • Embree Financial Group first reported a position in Accenture in Q4 2023 and has held it in 12 quarters since.
  • Embree Financial Group's Accenture position peaked at $4.62M in Q4 2023.
  • 563 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Embree Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.