CPA
AKRE

Capital Planning Advisors’s Akre Focus ETF AKRE Stock Holding History

Capital Planning 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
Q1 		$288K Hold
5,440
– – 0.04% 128
2025
Q4 		$356K Buy
+5,440
New +$352K 0.05% 126

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

Capital Planning Advisors's AKRE Position: Q1 2026 in Review

Capital Planning Advisors held its Akre Focus ETF (AKRE) position steady in Q1 2026 at 5,440 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #128.

Capital Planning Advisors first reported a position in AKRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $356K in Q4 2025. 459 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Capital Planning Advisors held 5,440 shares of Akre Focus ETF worth $288K as of Q1 2026.
  • Capital Planning Advisors left its Akre Focus ETF share count unchanged in Q1 2026.
  • Akre Focus ETF made up 0.04% of Capital Planning Advisors's portfolio in Q1 2026, its #128 holding.
  • Capital Planning Advisors first reported a position in Akre Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • Capital Planning Advisors's Akre Focus ETF position peaked at $356K in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.