BEI
AKRE

Benjamin Edwards Inc’s Akre Focus ETF AKRE Stock Holding History

Benjamin Edwards Inc’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
-3,707
Closed -$243K – 1432
2025
Q4 		$243K Buy
+3,707
New +$240K ﹤0.01% 1199

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

Benjamin Edwards Inc's AKRE Position: Q1 2026 in Review

Benjamin Edwards Inc sold out of Akre Focus ETF (AKRE) in Q1 2026, closing a stake of 3,707 shares — an estimated $243K sold.

Benjamin Edwards Inc first reported a position in AKRE in Q4 2025 and held it in 1 quarter. The position peaked at $243K in Q4 2025. 459 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Benjamin Edwards Inc reported no remaining Akre Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Benjamin Edwards Inc sold 3,707 Akre Focus ETF shares in Q1 2026, an estimated $243K.
  • Benjamin Edwards Inc first reported a position in Akre Focus ETF in Q4 2025 and held it in 1 quarter.
  • Benjamin Edwards Inc's Akre Focus ETF position peaked at $243K in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.