CFG
AKRE

Cornerstone Financial Group’s Akre Focus ETF AKRE Stock Holding History

Cornerstone Financial Group’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 		$258K Sell
4,852
-102
-2% -$5.51K 0.16% 64
2026
Q1 		$269K Sell
4,954
-73
-1% -$4.24K 0.17% 63
2025
Q4 		$329K Buy
+5,027
New +$325K 0.23% 61

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 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
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
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

Cornerstone Financial Group's AKRE Position: Q2 2026 in Review

Cornerstone Financial Group reduced its Akre Focus ETF (AKRE) stake by 2.1% in Q2 2026, selling an estimated $5.51K and leaving 4,852 shares worth $258K. The position accounts for 0.16% of the portfolio, ranked #64.

Cornerstone Financial Group first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $329K in Q4 2025. 340 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Cornerstone Financial Group held 4,852 shares of Akre Focus ETF worth $258K as of Q2 2026.
  • Cornerstone Financial Group sold 102 Akre Focus ETF shares in Q2 2026, an estimated $5.51K.
  • Akre Focus ETF made up 0.16% of Cornerstone Financial Group's portfolio in Q2 2026, its #64 holding.
  • Cornerstone Financial Group first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Group's Akre Focus ETF position peaked at $329K in Q4 2025.
  • 340 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.