AMCA
AKRE

Arthur M. Cohen & Associates’s Akre Focus ETF AKRE Stock Holding History

Arthur M. Cohen & Associates’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
-3,110
Closed -$204K – 133
2025
Q4 		$204K Buy
+3,110
New +$201K 0.03% 129

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Arthur M. Cohen & Associates's AKRE Position: Q1 2026 in Review

Arthur M. Cohen & Associates sold out of Akre Focus ETF (AKRE) in Q1 2026, closing a stake of 3,110 shares — an estimated $204K sold.

Arthur M. Cohen & Associates first reported a position in AKRE in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 459 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Arthur M. Cohen & Associates reported no remaining Akre Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Arthur M. Cohen & Associates sold 3,110 Akre Focus ETF shares in Q1 2026, an estimated $204K.
  • Arthur M. Cohen & Associates first reported a position in Akre Focus ETF in Q4 2025 and held it in 1 quarter.
  • Arthur M. Cohen & Associates's Akre Focus ETF position peaked at $204K in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Arthur M. Cohen & Associates's 13F filing for Q1 2026, filed 8 May 2026.