McCarley & Cook Financial Planners’s Acacia Research ACTG Stock Holding History

McCarley & Cook Financial Planners’s Portfolio ACTG Stock Details ACTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.62K	Hold	2,000	–	–	0.01%	178
2026 Q2	$9.32K	Hold	2,000	–	–	0.01%	163
2026 Q1	$9.6K	Hold	2,000	–	–	0.01%	166
2025 Q4	$7.48K	Buy	+2,000	New	+$7.18K	0.01%	165

Other funds holding ACTG

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

McCarley & Cook Financial Planners's ACTG Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Acacia Research (ACTG) position steady in Q3 2026 at 2,000 shares worth $8.62K. The position accounts for 0.01% of the portfolio, ranked #178.

McCarley & Cook Financial Planners first reported a position in ACTG in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.6K in Q1 2026. 18 funds tracked by Wall St. Rank hold ACTG as of Q3 2026.

McCarley & Cook Financial Planners held 2,000 shares of Acacia Research worth $8.62K as of Q3 2026.
McCarley & Cook Financial Planners left its Acacia Research share count unchanged in Q3 2026.
Acacia Research made up 0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #178 holding.
McCarley & Cook Financial Planners first reported a position in Acacia Research in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's Acacia Research position peaked at $9.6K in Q1 2026.
18 funds tracked by Wall St. Rank held Acacia Research as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.