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Livelsberger Financial Advisory’s Acco Brands ACCO Stock Holding History

Livelsberger Financial Advisory’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
Q3 		– Sell
-133
Closed -$476 – 8
2025
Q2 		$476 Buy
+133
New +$492 0.01% 74
2024
Q4 		– Sell
-133
Closed -$728 – 8
2024
Q3 		$728 Buy
+133
New +$672 0.02% 69
2024
Q1 		– Sell
-133
Closed -$809 – 17
2023
Q4 		$809 Buy
+133
New +$705 ﹤0.01% 429

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Livelsberger Financial Advisory's ACCO Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Acco Brands (ACCO) in Q3 2025, closing a stake of 133 shares — an estimated $476 sold.

Livelsberger Financial Advisory first reported a position in ACCO in Q4 2023 and held it in 3 quarters. The position peaked at $809 in Q4 2023. 191 funds tracked by Wall St. Rank hold ACCO as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Acco Brands position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 133 Acco Brands shares in Q3 2025, an estimated $476.
  • Livelsberger Financial Advisory first reported a position in Acco Brands in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Acco Brands position peaked at $809 in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Acco Brands as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.