Root Financial Partners
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Root Financial Partners’s Acco Brands ACCO Stock Holding History

Root Financial Partners’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
2026
Q3 		$1.58K Buy
+377
New +$1.59K ﹤0.01% 2743
2026
Q2 		– Sell
-39
Closed -$117 – 428
2026
Q1 		$117 Buy
+39
New +$147 ﹤0.01% 3252

Other funds holding ACCO

CM
Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Root Financial Partners's ACCO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Acco Brands (ACCO) in Q3 2026: 377 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #2743 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ACCO as recently as Q1 2026.

Root Financial Partners first reported a position in ACCO in Q1 2026 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold ACCO as of Q3 2026.

  • Root Financial Partners held 377 shares of Acco Brands worth $1.58K as of Q3 2026.
  • Acco Brands was a new Root Financial Partners position in Q3 2026.
  • Acco Brands made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2743 holding.
  • Root Financial Partners first reported a position in Acco Brands in Q1 2026 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held Acco Brands as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.