Position in ACN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,435
-$150,032 QoQ
Shares Held
116
-81.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,729
of 1,879 holders
Holding Since
Dec 2020
22 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, 2026Concord Wealth Partners holds $2,072,248 across 7 Information Technology Services names. ACN ranks #2 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
7,259 | $2,041,303 | |
| 2 | ACN |
Accenture plc
This page
|
116 | $14,435 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
364 | $14,152 | |
| 4 | KD |
Kyndryl Holdings, Inc.
|
141 | $1,594 | |
| 5 | CIFR |
Cipher Digital Inc.
|
17 | $416 | |
| 6 | HCKT |
Hackett Group, Inc.
|
30 | $323 | |
| 7 | EXLS |
ExlService Holdings, Inc.
|
1 | $25 |
All Filings in ACN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,435 | 116 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $164,467 | 613 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $154,864 | 628 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $204,739 | 685 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $204,386 | 655 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $253,992 | 722 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $259,100 | 733 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $220,579 | 727 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $266,889 | 770 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $279,324 | 796 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $563,546 | 1,835 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $265,070 | 859 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $48,587 | 170 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $238,821 | 895 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $473,432 | 1,840 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $565,850 | 2,038 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $695,705 | 2,063 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $763,601 | 1,842 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $217,545 | 680 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $474,611 | 1,610 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $413,822 | 1,498 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,395 | 13 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||