AAS
AKRE

Annex Advisory Services’s Akre Focus ETF AKRE Stock Holding History

Annex Advisory Services’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 		$384K Buy
7,214
+100
+1% +$5.4K 0.01% 281
2026
Q1 		$376K Buy
+7,114
New +$413K 0.01% 282

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

Annex Advisory Services's AKRE Position: Q2 2026 in Review

Annex Advisory Services increased its Akre Focus ETF (AKRE) stake by 1.4% in Q2 2026, buying an estimated $5.4K and bringing the position to 7,214 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #281.

Annex Advisory Services first reported a position in AKRE in Q1 2026 and has held it in 2 quarters since. 442 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Annex Advisory Services held 7,214 shares of Akre Focus ETF worth $384K as of Q2 2026.
  • Annex Advisory Services bought 100 Akre Focus ETF shares in Q2 2026, an estimated $5.4K.
  • Akre Focus ETF made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #281 holding.
  • Annex Advisory Services first reported a position in Akre Focus ETF in Q1 2026 and has held it in 2 quarters since.
  • 442 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.