IFG
ACCO icon

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 $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $585M AUM 5.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return