Cambridge Investment Research Advisors
AKRE

Cambridge Investment Research Advisors’s Akre Focus ETF AKRE Stock Holding History

Cambridge Investment Research 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 		$50.1M Sell
941,002
-13,003
-1% -$702K 0.11% 165
2026
Q1 		$50.4M Sell
954,005
-118,504
-11% -$6.88M 0.13% 147
2025
Q4 		$70.3M Buy
+1,072,509
New +$69.4M 0.19% 100

Other funds holding AKRE

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 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
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
CSI
Cross Staff Investments Pittsford, New York $178M AUM 21.21% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Cambridge Investment Research Advisors's AKRE Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Akre Focus ETF (AKRE) stake by 1.4% in Q2 2026, selling an estimated $702K and leaving 941,002 shares worth $50.1M. The position accounts for 0.11% of the portfolio, ranked #165.

Cambridge Investment Research Advisors first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $70.3M in Q4 2025. 192 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Cambridge Investment Research Advisors held 941,002 shares of Akre Focus ETF worth $50.1M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 13,003 Akre Focus ETF shares in Q2 2026, an estimated $702K.
  • Akre Focus ETF made up 0.11% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #165 holding.
  • Cambridge Investment Research Advisors first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Cambridge Investment Research Advisors's Akre Focus ETF position peaked at $70.3M in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.