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Krilogy Financial’s Acco Brands ACCO Stock Holding History

Krilogy Financial’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
Q4 		– Sell
-10,121
Closed -$37.8K – 922
2025
Q3 		$37.8K Buy
+10,121
New +$39.4K ﹤0.01% 855
2018
Q4 		– Sell
-10
Closed – – 143
2018
Q3 		$0 Buy
+10
New +$128 ﹤0.01% 815
2018
Q2 		– Sell
-10
Closed – – 152
2018
Q1 		$0 Hold
10
– – ﹤0.01% 763
2017
Q4 		$0 Hold
10
– – ﹤0.01% 762
2017
Q3 		$0 Hold
10
– – ﹤0.01% 802
2017
Q2 		$0 Sell
10
-17
-63% -$211 ﹤0.01% 716
2017
Q1 		$0 Hold
27
– – ﹤0.01% 711
2016
Q4 		$0 Hold
27
– – ﹤0.01% 712
2016
Q3 		$0 Hold
27
– – ﹤0.01% 730
2016
Q2 		$0 Hold
27
– – ﹤0.01% 745
2016
Q1 		$1K Hold
27
– – ﹤0.01% 631
2015
Q4 		$0 Hold
27
– – ﹤0.01% 422
2015
Q3 		$1K Buy
+27
New +$202 ﹤0.01% 567

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Krilogy Financial's ACCO Position: Q4 2025 in Review

Krilogy Financial sold out of Acco Brands (ACCO) in Q4 2025, closing a stake of 10,121 shares — an estimated $37.8K sold.

Krilogy Financial first reported a position in ACCO in Q3 2015 and held it in 13 quarters. The position peaked at $37.8K in Q3 2025. 205 funds tracked by Wall St. Rank hold ACCO as of Q4 2025.

  • Krilogy Financial reported no remaining Acco Brands position as of Q4 2025 after selling out during the quarter.
  • Krilogy Financial sold 10,121 Acco Brands shares in Q4 2025, an estimated $37.8K.
  • Krilogy Financial first reported a position in Acco Brands in Q3 2015 and held it in 13 quarters.
  • Krilogy Financial's Acco Brands position peaked at $37.8K in Q3 2025.
  • 205 funds tracked by Wall St. Rank held Acco Brands as of Q4 2025.

Based on Krilogy Financial's 13F filing for Q4 2025, filed 27 Jan 2026.