ACN β€” ACCENTURE PLC IRELAND

Ownership history in First Personal Financial Services  Β·  40 quarters on record

AI Ownership Summary

First Personal Financial Services reported ACCENTURE PLC IRELAND (ACN) in 40 quarterly 13F filings from 2023 Q3 through 2024 Q3. Peak portfolio weight reached 3.82% in 2023 Q4. The latest visible filing shows ACN at 3.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ACN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Personal Financial Services's position in ACCENTURE PLC IRELAND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

ACN was reported at 3.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.82% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ACN stock page First Personal Financial Services fund profile First Personal Financial Services full holdings
How First Personal Financial Services held ACN β€” position size vs. price
% of Fund (quarterly)    ACN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 44,143 -142 -0.3% 3.30% $15.6M 2024-11-14 (Est.) $356.97
2024 Q2 ADDED 44,285 +104 +0.2% 3.04% $13.4M 2024-07-30 $323.25
2024 Q1 REDUCED 44,181 -506 -1.1% 3.55% $15.3M 2024-04-26 $301.12
2023 Q4 REDUCED 44,687 -360 -0.8% 3.82% $15.7M 2024-01-29 $363.59
2023 Q3 ADDED 45,047 +92 +0.2% 3.60% $13.8M 2023-10-19 $293.95
35 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ACN

As of 2025 Q4 β€” sorted by position size

Fairman Group, LLC 18.73% Wishbone Management, LP 3Y 15.47% Hummer Financial Advisory Services Inc 3Y 9.65% Fourth Sail Capital LP 6.14% CSU Producer Resources, Inc. 3Y 7Y 5.21% Navera Investment Management Ltd. 3Y 5.09% Seilern Investment Management Ltd 4.71% Bristol Gate Capital Partners Inc. 3Y 7Y 4.68% GENERATION INVESTMENT MANAGEMENT LLP 3Y 7Y 4.47% MIROVA 3Y 7Y 4.46%

FAQ About First Personal Financial Services and ACN

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Personal Financial Services reported owning ACN?

First Personal Financial Services reported ACN across 5 quarterly 13F filings, from 2023 Q3 through 2024 Q3.

What was the largest reported ACN position in First Personal Financial Services's portfolio?

The largest reported portfolio weight for ACN was 3.82% in 2023 Q4.

What is the latest reported ACN position on this page?

The most recent filing on this page is 2024 Q3, when First Personal Financial Services reported 44,143 shares, equal to 3.30% of portfolio, with an estimated market value of $15.6M.

What does the chart on this ACN ownership page compare?

The chart compares First Personal Financial Services's quarterly ACN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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