Truist Financial

Truist Financial’s Acco Brands ACCO Stock Holding History

Truist Financial’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 Q2	–	Sell	-11,608	Closed	-$48.6K	–	2592
2025 Q1	$48.6K	Sell	11,608 -99	-0.8%	-$486	﹤0.01%	2499
2024 Q4	$61.5K	Sell	11,707 -18,880	-62%	-$105K	﹤0.01%	2481
2024 Q3	$167K	Buy	+30,587	New	+$155K	﹤0.01%	2383
2022 Q3	–	Sell	-35,969	Closed	-$235K	–	2509
2022 Q2	$235K	Hold	35,969	–	–	﹤0.01%	2369
2022 Q1	$288K	Hold	35,969	–	–	﹤0.01%	2345
2021 Q4	$297K	Buy	35,969 +470	+1%	+$4.05K	﹤0.01%	2366
2021 Q3	$305K	Hold	35,499	–	–	﹤0.01%	2346
2021 Q2	$307K	Hold	35,499	–	–	﹤0.01%	2350
2021 Q1	$300K	Buy	35,499 +51	+0.1%	+$439	﹤0.01%	2281
2020 Q4	$299K	Buy	35,448 +228	+0.6%	+$1.66K	﹤0.01%	2157
2020 Q3	$204K	Hold	35,220	–	–	﹤0.01%	2251
2020 Q2	$250K	Hold	35,220	–	–	﹤0.01%	2073
2020 Q1	$178K	Sell	35,220 -722	-2%	-$5.71K	﹤0.01%	2154
2019 Q4	$336K	Buy	+35,942	New	+$340K	﹤0.01%	2085

Other funds holding ACCO

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return