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Patriot Financial Group Insurance Agency’s ACI Worldwide ACIW Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio ACIW Stock Details ACIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,750
Closed -$236K – 492
2026
Q1 		$236K Buy
+5,750
New +$242K 0.01% 625

Other funds holding ACIW

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Vanguard Portfolio Management
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ACIW Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of ACI Worldwide (ACIW) in Q2 2026, closing a stake of 5,750 shares — an estimated $236K sold.

Patriot Financial Group Insurance Agency first reported a position in ACIW in Q1 2026 and held it in 1 quarter. The position peaked at $236K in Q1 2026. 377 funds tracked by Wall St. Rank hold ACIW as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining ACI Worldwide position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,750 ACI Worldwide shares in Q2 2026, an estimated $236K.
  • Patriot Financial Group Insurance Agency first reported a position in ACI Worldwide in Q1 2026 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's ACI Worldwide position peaked at $236K in Q1 2026.
  • 377 funds tracked by Wall St. Rank held ACI Worldwide as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.