Position in ACN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,432,179
-$1,230,459 QoQ
Shares Held
11,509
-14.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#793
of 1,875 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Summit Financial, LLC holds $18,647,391 across 7 Information Technology Services names. ACN ranks #2 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
53,805 | $15,130,504 | |
| 2 | ACN |
Accenture plc
This page
|
11,509 | $1,432,179 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
5,742 | $786,366 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
4,240 | $584,017 | |
| 5 | CIFR |
Cipher Digital Inc.
|
12,213 | $299,218 | |
| 6 | BBAI |
BigBear.ai Holdings, Inc.
|
58,004 | $212,874 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
1,964 | $202,233 |
All Filings in ACN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,432,179 | 11,509 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,662,638 | 13,428 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,321,599 | 8,653 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,806,554 | 11,381 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,220,625 | 14,121 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,335,483 | 13,894 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,934,910 | 14,028 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,717,897 | 13,347 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,066,947 | 16,700 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,994,710 | 8,640 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,271,533 | 9,323 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,835,853 | 9,234 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,852,513 | 9,244 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,735,724 | 6,073 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,615,449 | 6,054 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,052,224 | 7,976 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,964,651 | 7,076 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,424,683 | 7,190 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,823,914 | 6,812 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,717,010 | 5,367 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $959,541 | 3,255 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||