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
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 $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 $43.3B AUM 29.3% 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

CoreFirst Bank & Trust's AKRE Position: Q1 2026 in Review

CoreFirst Bank & Trust increased its Akre Focus ETF (AKRE) stake by 31% in Q1 2026, buying an estimated $661K and bringing the position to 48,505 shares worth $2.56M. The position accounts for 1.36% of the portfolio, ranked #22.

CoreFirst Bank & Trust first reported a position in AKRE in Q4 2025 and has held it in 2 quarters since. 459 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • CoreFirst Bank & Trust held 48,505 shares of Akre Focus ETF worth $2.56M as of Q1 2026.
  • CoreFirst Bank & Trust bought 11,386 Akre Focus ETF shares in Q1 2026, an estimated $661K.
  • Akre Focus ETF made up 1.36% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #22 holding.
  • CoreFirst Bank & Trust first reported a position in Akre Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • 459 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.