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 Q2	–	Sell	-39	Closed	-$117	–	428
2026 Q1	$117	Buy	+39	New	+$147	﹤0.01%	3252

Other funds holding ACCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Root Financial Partners's ACCO Position: Q2 2026 in Review

Root Financial Partners sold out of Acco Brands (ACCO) in Q2 2026, closing a stake of 39 shares — an estimated $117 sold.

Root Financial Partners first reported a position in ACCO in Q1 2026 and held it in 1 quarter. The position peaked at $117 in Q1 2026. 197 funds tracked by Wall St. Rank hold ACCO as of Q2 2026.

Root Financial Partners reported no remaining Acco Brands position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 39 Acco Brands shares in Q2 2026, an estimated $117.
Root Financial Partners first reported a position in Acco Brands in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Acco Brands position peaked at $117 in Q1 2026.
197 funds tracked by Wall St. Rank held Acco Brands as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.