BFG
AKRE

Berger Financial Group’s Akre Focus ETF AKRE Stock Holding History

Berger Financial 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
Q1 		$2.97M Sell
56,200
-7,439
-12% -$432K 0.17% 112
2025
Q4 		$4.17M Buy
+63,639
New +$4.12M 0.24% 92

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

Berger Financial Group's AKRE Position: Q1 2026 in Review

Berger Financial Group reduced its Akre Focus ETF (AKRE) stake by 12% in Q1 2026, selling an estimated $432K and leaving 56,200 shares worth $2.97M. The position accounts for 0.17% of the portfolio, ranked #112.

Berger Financial Group first reported a position in AKRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.17M in Q4 2025. 459 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Berger Financial Group held 56,200 shares of Akre Focus ETF worth $2.97M as of Q1 2026.
  • Berger Financial Group sold 7,439 Akre Focus ETF shares in Q1 2026, an estimated $432K.
  • Akre Focus ETF made up 0.17% of Berger Financial Group's portfolio in Q1 2026, its #112 holding.
  • Berger Financial Group first reported a position in Akre Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • Berger Financial Group's Akre Focus ETF position peaked at $4.17M in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.