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EP Wealth Advisors’s Acco Brands ACCO Stock Holding History

EP Wealth Advisors’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 		– Sell
-22,361
Closed -$67.1K – 1715
2026
Q1 		$67.1K Sell
22,361
-2,662
-11% -$10K ﹤0.01% 1475
2025
Q4 		$93.3K Buy
+25,023
New +$92.8K ﹤0.01% 1454
2025
Q2 		$73K Sell
20,392
-2,373
-10% -$8.78K ﹤0.01% 1399
2025
Q1 		$95.4K Buy
22,765
+6,577
+41% +$32.3K ﹤0.01% 1254
2024
Q4 		$85K Buy
16,188
+4,958
+44% +$27.5K ﹤0.01% 1212
2024
Q3 		$61.4K Buy
+11,230
New +$56.7K ﹤0.01% 1158

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

EP Wealth Advisors's ACCO Position: Q2 2026 in Review

EP Wealth Advisors sold out of Acco Brands (ACCO) in Q2 2026, closing a stake of 22,361 shares — an estimated $67.1K sold.

EP Wealth Advisors first reported a position in ACCO in Q3 2024 and held it in 6 quarters. The position peaked at $95.4K in Q1 2025. 198 funds tracked by Wall St. Rank hold ACCO as of Q2 2026.

  • EP Wealth Advisors reported no remaining Acco Brands position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 22,361 Acco Brands shares in Q2 2026, an estimated $67.1K.
  • EP Wealth Advisors first reported a position in Acco Brands in Q3 2024 and held it in 6 quarters.
  • EP Wealth Advisors's Acco Brands position peaked at $95.4K in Q1 2025.
  • 198 funds tracked by Wall St. Rank held Acco Brands as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.