AIM
AKRE

Allen Investment Management’s Akre Focus ETF AKRE Stock Holding History

Allen Investment Management’s Portfolio AKRE Stock Details AKRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,661
Closed -$881K – 237
2026
Q1 		$881K Sell
16,661
-51,440
-76% -$2.99M 0.01% 160
2025
Q4 		$4.46M Buy
+68,101
New +$4.41M 0.05% 96

Other funds holding AKRE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UFAC
Urban Financial Advisory Corp Chicago, Illinois $363M AUM 17.48% 1-Year Est. Return

Allen Investment Management's AKRE Position: Q2 2026 in Review

Allen Investment Management sold out of Akre Focus ETF (AKRE) in Q2 2026, closing a stake of 16,661 shares — an estimated $881K sold.

Allen Investment Management first reported a position in AKRE in Q4 2025 and held it in 2 quarters. The position peaked at $4.46M in Q4 2025. 295 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Allen Investment Management reported no remaining Akre Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Allen Investment Management sold 16,661 Akre Focus ETF shares in Q2 2026, an estimated $881K.
  • Allen Investment Management first reported a position in Akre Focus ETF in Q4 2025 and held it in 2 quarters.
  • Allen Investment Management's Akre Focus ETF position peaked at $4.46M in Q4 2025.
  • 295 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.