BAM
AKRE

Byrne Asset Management’s Akre Focus ETF AKRE Stock Holding History

Byrne Asset Management’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 		$6.09K Sell
114
-100
-47% -$5.73K ﹤0.01% 509
2026
Q2 		$11.4K Hold
214
– – 0.01% 419
2026
Q1 		$11.3K Hold
214
– – 0.01% 415
2025
Q4 		$14K Buy
+214
New +$13.9K 0.01% 391

Other funds holding AKRE

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Byrne Asset Management's AKRE Position: Q3 2026 in Review

Byrne Asset Management reduced its Akre Focus ETF (AKRE) stake by 47% in Q3 2026, selling an estimated $5.73K and leaving 114 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Byrne Asset Management first reported a position in AKRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $14K in Q4 2025. 23 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • Byrne Asset Management held 114 shares of Akre Focus ETF worth $6.09K as of Q3 2026.
  • Byrne Asset Management sold 100 Akre Focus ETF shares in Q3 2026, an estimated $5.73K.
  • Akre Focus ETF made up ﹤0.01% of Byrne Asset Management's portfolio in Q3 2026, its #509 holding.
  • Byrne Asset Management first reported a position in Akre Focus ETF in Q4 2025 and has held it in 4 quarters since.
  • Byrne Asset Management's Akre Focus ETF position peaked at $14K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.