AP
AKRE

Appleton Partners’s Akre Focus ETF AKRE Stock Holding History

Appleton 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
Q2 		$279K Hold
5,251
– – 0.02% 247
2026
Q1 		$278K Hold
5,251
– – 0.02% 240
2025
Q4 		$344K Buy
+5,251
New +$340K 0.02% 222

Other funds holding AKRE

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
CSI
Cross Staff Investments Pittsford, New York $178M AUM 21.21% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

Appleton Partners's AKRE Position: Q2 2026 in Review

Appleton Partners held its Akre Focus ETF (AKRE) position steady in Q2 2026 at 5,251 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #247.

Appleton Partners first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $344K in Q4 2025. 114 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Appleton Partners held 5,251 shares of Akre Focus ETF worth $279K as of Q2 2026.
  • Appleton Partners left its Akre Focus ETF share count unchanged in Q2 2026.
  • Akre Focus ETF made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #247 holding.
  • Appleton Partners first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Appleton Partners's Akre Focus ETF position peaked at $344K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.