CWP
AKRE

Clark Wealth Partners’s Akre Focus ETF AKRE Stock Holding History

Clark Wealth Partners’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 		$769K Hold
14,452
– – 0.43% 36
2026
Q1 		$764K Hold
14,452
– – 0.51% 26
2025
Q4 		$947K Buy
+14,452
New +$936K 0.58% 22

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
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
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

Clark Wealth Partners's AKRE Position: Q2 2026 in Review

Clark Wealth Partners held its Akre Focus ETF (AKRE) position steady in Q2 2026 at 14,452 shares worth $769K. The position accounts for 0.43% of the portfolio, ranked #36.

Clark Wealth Partners first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $947K in Q4 2025. 429 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Clark Wealth Partners held 14,452 shares of Akre Focus ETF worth $769K as of Q2 2026.
  • Clark Wealth Partners left its Akre Focus ETF share count unchanged in Q2 2026.
  • Akre Focus ETF made up 0.43% of Clark Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Clark Wealth Partners first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Clark Wealth Partners's Akre Focus ETF position peaked at $947K in Q4 2025.
  • 429 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.