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Tompkins Financial’s Accenture ACN Stock Holding History

Tompkins Financial’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
Q2 		$237K Sell
1,906
-2,027
-52% -$352K 0.02% 189
2026
Q1 		$780K Sell
3,933
-793
-17% -$185K 0.06% 113
2025
Q4 		$1.27M Sell
4,726
-2,677
-36% -$680K 0.1% 94
2025
Q3 		$1.83M Sell
7,403
-11,038
-60% -$2.88M 0.15% 78
2025
Q2 		$5.51M Sell
18,441
-405
-2% -$123K 0.51% 47
2025
Q1 		$5.88M Buy
18,846
+368
+2% +$130K 0.56% 48
2024
Q4 		$6.5M Buy
18,478
+305
+2% +$110K 0.6% 43
2024
Q3 		$6.42M Buy
18,173
+661
+4% +$217K 0.62% 45
2024
Q2 		$5.31M Buy
17,512
+309
+2% +$94.7K 0.56% 47
2024
Q1 		$5.96M Buy
17,203
+331
+2% +$121K 0.67% 45
2023
Q4 		$5.92M Buy
16,872
+339
+2% +$109K 0.72% 44
2023
Q3 		$5.08M Buy
16,533
+42
+0.3% +$13.2K 0.8% 42
2023
Q2 		$5.09M Buy
16,491
+4
+0% +$1.16K 0.8% 41
2023
Q1 		$4.71M Buy
16,487
+61
+0.4% +$16.6K 0.77% 42
2022
Q4 		$4.38M Buy
16,426
+299
+2% +$82.7K 0.69% 42
2022
Q3 		$4.15M Sell
16,127
-144
-0.9% -$41.6K 0.7% 45
2022
Q2 		$4.52M Sell
16,271
-676
-4% -$203K 0.73% 45
2022
Q1 		$5.71M Buy
16,947
+398
+2% +$134K 0.81% 42
2021
Q4 		$6.86M Sell
16,549
-140
-0.8% -$51K 1.22% 32
2021
Q3 		$5.34M Buy
+16,689
New +$5.43M 0.98% 44
2021
Q1 		$4.64M Buy
16,784
+260
+2% +$67.2K 0.79% 45
2020
Q4 		$4.32M Buy
16,524
+883
+6% +$212K 0.78% 44
2020
Q3 		$3.54M Buy
15,641
+26
+0.2% +$5.96K 0.68% 49
2020
Q2 		$3.35M Buy
15,615
+331
+2% +$62.6K 0.7% 48
2020
Q1 		$2.5M Sell
15,284
-671
-4% -$129K 0.58% 54
2019
Q4 		$3.36M Buy
15,955
+232
+1% +$45.2K 0.62% 51
2019
Q3 		$3.02M Buy
15,723
+41
+0.3% +$7.93K 0.61% 53
2019
Q2 		$2.9M Buy
15,682
+252
+2% +$45.3K 0.58% 53
2019
Q1 		$2.72M Buy
15,430
+301
+2% +$47.3K 0.52% 55
2018
Q4 		$2.13M Buy
15,129
+46
+0.3% +$7.28K 0.47% 60
2018
Q3 		$2.57M Sell
15,083
-185
-1% -$30.8K 0.53% 52
2018
Q2 		$2.5M Sell
15,268
-576
-4% -$89.6K 0.54% 55
2018
Q1 		$2.43M Buy
15,844
+2,318
+17% +$367K 0.54% 54
2017
Q4 		$2.07M Sell
13,526
-266
-2% -$38.5K 0.47% 57
2017
Q3 		$1.86M Buy
13,792
+445
+3% +$58K 0.44% 60
2017
Q2 		$1.65M Sell
13,347
-138
-1% -$16.8K 0.42% 61
2017
Q1 		$1.62M Buy
13,485
+222
+2% +$26.5K 0.41% 61
2016
Q4 		$1.55M Sell
13,263
-24
-0.2% -$2.85K 0.41% 64
2016
Q3 		$1.62M Sell
13,287
-1,150
-8% -$131K 0.47% 59
2016
Q2 		$1.64M Buy
14,437
+15
+0.1% +$1.74K 0.48% 51
2016
Q1 		$1.66M Buy
14,422
+51
+0.4% +$5.24K 0.53% 54
2015
Q4 		$1.5M Sell
14,371
-4,033
-22% -$426K 0.48% 53
2015
Q3 		$1.81M Buy
18,404
+2,168
+13% +$215K 0.58% 48
2015
Q2 		$1.57M Buy
16,236
+1,228
+8% +$117K 0.43% 53
2015
Q1 		$1.41M Buy
15,008
+128
+0.9% +$11.4K 0.35% 62
2014
Q4 		$1.33M Sell
14,880
-1,425
-9% -$118K 0.33% 65
2014
Q3 		$1.32M Buy
16,305
+13
+0.1% +$1.04K 0.35% 63
2014
Q2 		$1.32M Buy
16,292
+226
+1% +$18.1K 0.33% 63
2014
Q1 		$1.28M Sell
16,066
-248
-2% -$20.4K 0.32% 65
2013
Q4 		$1.34M Buy
16,314
+29
+0.2% +$2.19K 0.35% 59
2013
Q3 		$1.2M Buy
16,285
+559
+4% +$41.4K 0.33% 61
2013
Q2 		$1.13M Buy
+15,726
New +$1.25M 0.34% 63

Other funds holding ACN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return