Baldwin Wealth Partners’s Akre Focus ETF AKRE Stock Holding History

Baldwin Wealth 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 Q3	$1.63M	Sell	30,960 -978	-3%	-$56K	0.11%	91
2026 Q2	$1.7M	Sell	31,938 -1,988	-6%	-$107K	0.11%	93
2026 Q1	$1.79M	Sell	33,926 -407	-1%	-$23.6K	0.13%	85
2025 Q4	$2.25M	Buy	+34,333	New	+$2.22M	0.14%	84

Other funds holding AKRE

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Parisi Gray Wealth Management Mendham, New Jersey $504M AUM 26.36% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

CSI

Cross Staff Investments Pittsford, New York $168M AUM 14.41% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return

Baldwin Wealth Partners's AKRE Position: Q3 2026 in Review

Baldwin Wealth Partners reduced its Akre Focus ETF (AKRE) stake by 3.1% in Q3 2026, selling an estimated $56K and leaving 30,960 shares worth $1.63M. The position accounts for 0.11% of the portfolio, ranked #91.

Baldwin Wealth Partners first reported a position in AKRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.25M in Q4 2025. 152 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

Baldwin Wealth Partners held 30,960 shares of Akre Focus ETF worth $1.63M as of Q3 2026.
Baldwin Wealth Partners sold 978 Akre Focus ETF shares in Q3 2026, an estimated $56K.
Akre Focus ETF made up 0.11% of Baldwin Wealth Partners's portfolio in Q3 2026, its #91 holding.
Baldwin Wealth Partners first reported a position in Akre Focus ETF in Q4 2025 and has held it in 4 quarters since.
Baldwin Wealth Partners's Akre Focus ETF position peaked at $2.25M in Q4 2025.
152 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.