Estate Planners Group’s Acco Brands ACCO Stock Holding History

Estate Planners Group’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 Q1	–	Sell	-1,820	Closed	-$6.79K	–	79
2025 Q4	$6.79K	Buy	+1,820	New	+$6.75K	﹤0.01%	311

Other funds holding ACCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Estate Planners Group's ACCO Position: Q1 2026 in Review

Estate Planners Group sold out of Acco Brands (ACCO) in Q1 2026, closing a stake of 1,820 shares — an estimated $6.79K sold.

Estate Planners Group first reported a position in ACCO in Q4 2025 and held it in 1 quarter. The position peaked at $6.79K in Q4 2025. 195 funds tracked by Wall St. Rank hold ACCO as of Q1 2026.

Estate Planners Group reported no remaining Acco Brands position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 1,820 Acco Brands shares in Q1 2026, an estimated $6.79K.
Estate Planners Group first reported a position in Acco Brands in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Acco Brands position peaked at $6.79K in Q4 2025.
195 funds tracked by Wall St. Rank held Acco Brands as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.