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

BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

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. 443 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.
  • 443 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.