AP
AKRE

Aspect Partners’s Akre Focus ETF AKRE Stock Holding History

Aspect 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 		$1.46M Sell
27,361
-6,408
-19% -$346K 0.54% 30
2026
Q1 		$1.78M Sell
33,769
-2,955
-8% -$172K 0.73% 27
2025
Q4 		$2.41M Buy
+36,724
New +$2.38M 1.05% 21

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
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Aspect Partners's AKRE Position: Q2 2026 in Review

Aspect Partners reduced its Akre Focus ETF (AKRE) stake by 19% in Q2 2026, selling an estimated $346K and leaving 27,361 shares worth $1.46M. The position accounts for 0.54% of the portfolio, ranked #30.

Aspect Partners first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.41M in Q4 2025. 146 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Aspect Partners held 27,361 shares of Akre Focus ETF worth $1.46M as of Q2 2026.
  • Aspect Partners sold 6,408 Akre Focus ETF shares in Q2 2026, an estimated $346K.
  • Akre Focus ETF made up 0.54% of Aspect Partners's portfolio in Q2 2026, its #30 holding.
  • Aspect Partners first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Aspect Partners's Akre Focus ETF position peaked at $2.41M in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.