BHIA
AKRE

Birch Hill Investment Advisors’s Akre Focus ETF AKRE Stock Holding History

Birch Hill Investment Advisors’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 		$213K Hold
4,000
– – 0.01% 205
2026
Q1 		$211K Sell
4,000
-6,593
-62% -$383K 0.01% 191
2025
Q4 		$694K Buy
+10,593
New +$686K 0.03% 128

Other funds holding AKRE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UFAC
Urban Financial Advisory Corp Chicago, Illinois $363M AUM 17.48% 1-Year Est. Return

Birch Hill Investment Advisors's AKRE Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Akre Focus ETF (AKRE) position steady in Q2 2026 at 4,000 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #205.

Birch Hill Investment Advisors first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $694K in Q4 2025. 314 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Birch Hill Investment Advisors held 4,000 shares of Akre Focus ETF worth $213K as of Q2 2026.
  • Birch Hill Investment Advisors left its Akre Focus ETF share count unchanged in Q2 2026.
  • Akre Focus ETF made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #205 holding.
  • Birch Hill Investment Advisors first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Birch Hill Investment Advisors's Akre Focus ETF position peaked at $694K in Q4 2025.
  • 314 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.