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Summit Securities Group’s Acco Brands ACCO Stock Holding History

Summit Securities Group’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
2025
Q3 		– Sell
-1,654
Closed -$5.92K – 986
2025
Q2 		$5.92K Buy
+1,654
New +$6.12K ﹤0.01% 963

Other funds holding ACCO

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's ACCO Position: Q3 2025 in Review

Summit Securities Group sold out of Acco Brands (ACCO) in Q3 2025, closing a stake of 1,654 shares — an estimated $5.92K sold.

Summit Securities Group first reported a position in ACCO in Q2 2025 and held it in 1 quarter. The position peaked at $5.92K in Q2 2025. 191 funds tracked by Wall St. Rank hold ACCO as of Q3 2025.

  • Summit Securities Group reported no remaining Acco Brands position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,654 Acco Brands shares in Q3 2025, an estimated $5.92K.
  • Summit Securities Group first reported a position in Acco Brands in Q2 2025 and held it in 1 quarter.
  • Summit Securities Group's Acco Brands position peaked at $5.92K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held Acco Brands as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.