CIA
AKRE

Concurrent Investment Advisors’s Akre Focus ETF AKRE Stock Holding History

Concurrent Investment 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 		$943K Buy
17,720
+4,834
+38% +$261K 0.01% 1038
2026
Q1 		$681K Sell
12,886
-16,518
-56% -$960K 0.01% 1072
2025
Q4 		$1.93M Buy
+29,404
New +$1.9M 0.02% 590

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 $44.6B AUM 28.94% 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

Concurrent Investment Advisors's AKRE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Akre Focus ETF (AKRE) stake by 38% in Q2 2026, buying an estimated $261K and bringing the position to 17,720 shares worth $943K. The position accounts for 0.01% of the portfolio, ranked #1038.

Concurrent Investment Advisors first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.93M in Q4 2025. 225 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Concurrent Investment Advisors held 17,720 shares of Akre Focus ETF worth $943K as of Q2 2026.
  • Concurrent Investment Advisors bought 4,834 Akre Focus ETF shares in Q2 2026, an estimated $261K.
  • Akre Focus ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1038 holding.
  • Concurrent Investment Advisors first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Akre Focus ETF position peaked at $1.93M in Q4 2025.
  • 225 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

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