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Independent Financial Group’s Acco Brands ACCO Stock Holding History

Independent Financial 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
2025
Q2 		– Sell
-204,800
Closed -$858K – 1289
2025
Q1 		$858K Sell
204,800
-6,500
-3% -$31.9K 0.03% 520
2024
Q4 		$1.11M Buy
211,300
+8,100
+4% +$45K 0.04% 452
2024
Q3 		$1.11M Buy
203,200
+100
+0% +$505 0.04% 413
2024
Q2 		$955K Buy
203,100
+9,800
+5% +$48.9K 0.04% 420
2024
Q1 		$1.08M Sell
193,300
-500
-0.3% -$2.97K 0.05% 354
2023
Q4 		$1.18M Sell
193,800
-10,100
-5% -$53.6K 0.06% 319
2023
Q3 		$1.17M Buy
203,900
+20,000
+11% +$112K 0.08% 280
2023
Q2 		$958K Buy
183,900
+16,000
+10% +$80.5K 0.07% 316
2023
Q1 		$893K Buy
167,900
+6,900
+4% +$39.5K 0.07% 301
2022
Q4 		$900K Buy
161,000
+57,100
+55% +$297K 0.08% 260
2022
Q3 		$509K Buy
103,900
+86,500
+497% +$547K 0.05% 392
2022
Q2 		$114K Buy
+17,400
New +$127K 0.01% 673

Other funds holding ACCO

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Independent Financial Group's ACCO Position: Q2 2025 in Review

Independent Financial Group sold out of Acco Brands (ACCO) in Q2 2025, closing a stake of 204,800 shares — an estimated $858K sold.

Independent Financial Group first reported a position in ACCO in Q2 2022 and held it in 12 quarters. The position peaked at $1.18M in Q4 2023. 199 funds tracked by Wall St. Rank hold ACCO as of Q2 2025.

  • Independent Financial Group reported no remaining Acco Brands position as of Q2 2025 after selling out during the quarter.
  • Independent Financial Group sold 204,800 Acco Brands shares in Q2 2025, an estimated $858K.
  • Independent Financial Group first reported a position in Acco Brands in Q2 2022 and held it in 12 quarters.
  • Independent Financial Group's Acco Brands position peaked at $1.18M in Q4 2023.
  • 199 funds tracked by Wall St. Rank held Acco Brands as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.