CBT
AKRE

CoreFirst Bank & Trust’s Akre Focus ETF AKRE Stock Holding History

CoreFirst Bank & Trust’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 		$2.7M Buy
50,853
+2,348
+5% +$127K 1.35% 22
2026
Q1 		$2.56M Buy
48,505
+11,386
+31% +$661K 1.36% 22
2025
Q4 		$2.43M Buy
+37,119
New +$2.4M 1.31% 21

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
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

CoreFirst Bank & Trust's AKRE Position: Q2 2026 in Review

CoreFirst Bank & Trust increased its Akre Focus ETF (AKRE) stake by 4.8% in Q2 2026, buying an estimated $127K and bringing the position to 50,853 shares worth $2.7M. The position accounts for 1.35% of the portfolio, ranked #22.

CoreFirst Bank & Trust first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. 443 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • CoreFirst Bank & Trust held 50,853 shares of Akre Focus ETF worth $2.7M as of Q2 2026.
  • CoreFirst Bank & Trust bought 2,348 Akre Focus ETF shares in Q2 2026, an estimated $127K.
  • Akre Focus ETF made up 1.35% of CoreFirst Bank & Trust's portfolio in Q2 2026, its #22 holding.
  • CoreFirst Bank & Trust first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • 443 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.