AWAG
AKRE

ARS Wealth Advisors Group’s Akre Focus ETF AKRE Stock Holding History

ARS Wealth Advisors Group’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 		$765K Hold
14,377
– – 0.06% 107
2026
Q1 		$760K Sell
14,377
-1,892
-12% -$110K 0.06% 100
2025
Q4 		$1.07M Buy
+16,269
New +$1.05M 0.1% 74

Other funds holding AKRE

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 $43.3B AUM 29.3% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 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
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

ARS Wealth Advisors Group's AKRE Position: Q2 2026 in Review

ARS Wealth Advisors Group held its Akre Focus ETF (AKRE) position steady in Q2 2026 at 14,377 shares worth $765K. The position accounts for 0.06% of the portfolio, ranked #107.

ARS Wealth Advisors Group first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q4 2025. 174 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • ARS Wealth Advisors Group held 14,377 shares of Akre Focus ETF worth $765K as of Q2 2026.
  • ARS Wealth Advisors Group left its Akre Focus ETF share count unchanged in Q2 2026.
  • Akre Focus ETF made up 0.06% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #107 holding.
  • ARS Wealth Advisors Group first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • ARS Wealth Advisors Group's Akre Focus ETF position peaked at $1.07M in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.