Skip to main content

PlanVest Financial, Inc

Position in ACN — Accenture plc

CIK 2135239 GAITHERSBURG, MD

Position in ACN

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$19,412
-$21,039 QoQ
Shares Held
156
-23.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,699
of 1,875 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ACN Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Jun 30, 2026

PlanVest Financial, Inc holds $748,910 across 8 Information Technology Services names. ACN ranks #2 (2.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 ACN
Accenture plc
This page
156 $19,412

All Filings in ACN

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $19,412 156
2026-03-31 $40,451 204