Position in ACN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,273,767
+$614,850 QoQ
Shares Held
10,236
+208.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#825
of 1,875 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Excelsior Advisor Network LLC holds $6,226,525 across 5 Information Technology Services names. ACN ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
10,593 | $2,978,857 | |
| 2 | ACN |
Accenture plc
This page
|
10,236 | $1,273,767 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
6,506 | $890,996 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
5,669 | $583,736 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
3,624 | $499,169 |
All Filings in ACN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,273,767 | 10,236 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $658,917 | 3,323 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $873,853 | 3,257 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||