Commonwealth Equity Services
AKRE

Commonwealth Equity Services’s Akre Focus ETF AKRE Stock Holding History

Commonwealth Equity Services’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 		$11.7M Sell
219,177
-38,071
-15% -$2.06M 0.01% 865
2026
Q1 		$13.6M Sell
257,248
-60,744
-19% -$3.53M 0.02% 728
2025
Q4 		$20.8M Buy
+317,992
New +$20.6M 0.03% 543

Other funds holding AKRE

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
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

Commonwealth Equity Services's AKRE Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Akre Focus ETF (AKRE) stake by 15% in Q2 2026, selling an estimated $2.06M and leaving 219,177 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #865.

Commonwealth Equity Services first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.8M in Q4 2025. 185 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Commonwealth Equity Services held 219,177 shares of Akre Focus ETF worth $11.7M as of Q2 2026.
  • Commonwealth Equity Services sold 38,071 Akre Focus ETF shares in Q2 2026, an estimated $2.06M.
  • Akre Focus ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #865 holding.
  • Commonwealth Equity Services first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Commonwealth Equity Services's Akre Focus ETF position peaked at $20.8M in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.