AMPWP
AKRE

Alvarez & Marsal Private Wealth Partners’s Akre Focus ETF AKRE Stock Holding History

Alvarez & Marsal Private Wealth Partners’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
Q1 		– Sell
-44,033
Closed -$2.88M – 192
2025
Q4 		$2.88M Buy
+44,033
New +$2.85M 0.55% 19

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's AKRE Position: Q1 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Akre Focus ETF (AKRE) in Q1 2026, closing a stake of 44,033 shares — an estimated $2.88M sold.

Alvarez & Marsal Private Wealth Partners first reported a position in AKRE in Q4 2025 and held it in 1 quarter. The position peaked at $2.88M in Q4 2025. 462 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Akre Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 44,033 Akre Focus ETF shares in Q1 2026, an estimated $2.88M.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Akre Focus ETF in Q4 2025 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Akre Focus ETF position peaked at $2.88M in Q4 2025.
  • 462 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.