Security Financial Services’s Accenture ACN Stock Holding History

Security Financial Services’s Portfolio ACN Stock Details ACN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,751	Closed	-$432K	–	213
2025 Q3	$432K	Sell	1,751 -1,241	-41%	-$324K	0.07%	136
2025 Q2	$894K	Buy	2,992 +278	+10%	+$84.7K	0.16%	79
2025 Q1	$847K	Buy	2,714 +203	+8%	+$71.7K	0.17%	78
2024 Q4	$883K	Buy	2,511 +48	+2%	+$17.3K	0.18%	75
2024 Q3	$871K	Buy	2,463 +126	+5%	+$41.4K	0.18%	70
2024 Q2	$709K	Buy	2,337 +30	+1%	+$9.19K	0.15%	81
2024 Q1	$800K	Buy	2,307 +72	+3%	+$26.2K	0.18%	77
2023 Q4	$784K	Buy	2,235 +7	+0.3%	+$2.26K	0.19%	73
2023 Q3	$684K	Sell	2,228 -2	-0.1%	-$630	0.19%	82
2023 Q2	$688K	Buy	2,230 +120	+6%	+$34.9K	0.2%	77
2023 Q1	$603K	Buy	2,110 +71	+3%	+$19.4K	0.18%	85
2022 Q4	$544K	Buy	2,039 +113	+6%	+$31.3K	0.17%	91
2022 Q3	$496K	Buy	1,926 +91	+5%	+$26.3K	0.17%	90
2022 Q2	$509K	Sell	1,835 -40	-2%	-$12K	0.16%	87
2022 Q1	$632K	Buy	1,875 +148	+9%	+$49.9K	0.2%	73
2021 Q4	$716K	Buy	+1,727	New	+$629K	0.24%	69

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM