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SYM Financial Corp’s Accenture ACN Stock Holding History

SYM Financial Corp’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
2026
Q1 		$271K Sell
1,369
-749
-35% -$175K 0.03% 243
2025
Q4 		$568K Buy
2,118
+691
+48% +$176K 0.06% 113
2025
Q3 		$352K Buy
1,427
+716
+101% +$187K 0.04% 181
2025
Q2 		$213K Sell
711
-693
-49% -$211K 0.02% 298
2025
Q1 		$438K Sell
1,404
-991
-41% -$350K 0.05% 123
2024
Q4 		$843K Buy
2,395
+1,785
+293% +$643K 0.11% 56
2024
Q3 		$216K Buy
+610
New +$201K 0.03% 164

Other funds holding ACN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SYM Financial Corp's ACN Position: Q1 2026 in Review

SYM Financial Corp reduced its Accenture (ACN) stake by 35% in Q1 2026, selling an estimated $175K and leaving 1,369 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #243.

SYM Financial Corp first reported a position in ACN in Q3 2024 and has held it in 7 quarters since. The position peaked at $843K in Q4 2024. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • SYM Financial Corp held 1,369 shares of Accenture worth $271K as of Q1 2026.
  • SYM Financial Corp sold 749 Accenture shares in Q1 2026, an estimated $175K.
  • Accenture made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #243 holding.
  • SYM Financial Corp first reported a position in Accenture in Q3 2024 and has held it in 7 quarters since.
  • SYM Financial Corp's Accenture position peaked at $843K in Q4 2024.
  • 2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.