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BFC Planning, Inc.’s Accenture ACN Stock Holding History

BFC Planning, Inc.’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
Q2 		$1.37M Sell
10,982
-4,171
-28% -$724K 0.06% 324
2026
Q1 		$3M Buy
15,153
+7,260
+92% +$1.69M 0.13% 155
2025
Q4 		$2.12M Buy
7,893
+7,239
+1,107% +$1.84M 0.09% 211
2025
Q3 		$161K Sell
654
-255
-28% -$66.5K 0.01% 756
2025
Q2 		$272K Sell
909
-52
-5% -$15.8K 0.02% 519
2025
Q1 		$300K Buy
961
+51
+6% +$18K 0.03% 476
2024
Q4 		$320K Buy
+910
New +$328K 0.03% 453

Other funds holding ACN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BFC Planning, Inc.'s ACN Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Accenture (ACN) stake by 28% in Q2 2026, selling an estimated $724K and leaving 10,982 shares worth $1.37M. The position accounts for 0.06% of the portfolio, ranked #324.

BFC Planning, Inc. first reported a position in ACN in Q4 2024 and has held it in 7 quarters since. The position peaked at $3M in Q1 2026. 1,919 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • BFC Planning, Inc. held 10,982 shares of Accenture worth $1.37M as of Q2 2026.
  • BFC Planning, Inc. sold 4,171 Accenture shares in Q2 2026, an estimated $724K.
  • Accenture made up 0.06% of BFC Planning, Inc.'s portfolio in Q2 2026, its #324 holding.
  • BFC Planning, Inc. first reported a position in Accenture in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Accenture position peaked at $3M in Q1 2026.
  • 1,919 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.