CPG
AKRE

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

Cornerstone Planning 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 		$17.8K Sell
332
-116
-26% -$6.27K ﹤0.01% 706
2026
Q1 		$24.3K Hold
448
– – ﹤0.01% 617
2025
Q4 		$27.4K Buy
+448
New +$29K ﹤0.01% 507

Other funds holding AKRE

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
UFAC
Urban Financial Advisory Corp Chicago, Illinois $363M AUM 17.48% 1-Year Est. Return

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

Cornerstone Planning Group reduced its Akre Focus ETF (AKRE) stake by 26% in Q2 2026, selling an estimated $6.27K and leaving 332 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Cornerstone Planning Group first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.4K in Q4 2025. 315 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Cornerstone Planning Group held 332 shares of Akre Focus ETF worth $17.8K as of Q2 2026.
  • Cornerstone Planning Group sold 116 Akre Focus ETF shares in Q2 2026, an estimated $6.27K.
  • Akre Focus ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #706 holding.
  • Cornerstone Planning Group first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Planning Group's Akre Focus ETF position peaked at $27.4K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.