CAG
AKRE

Csenge Advisory Group’s Akre Focus ETF AKRE Stock Holding History

Csenge Advisory 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
Q1 		– Sell
-4,709
Closed -$308K – 822
2025
Q4 		$308K Buy
+4,709
New +$305K 0.01% 562

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

Csenge Advisory Group's AKRE Position: Q1 2026 in Review

Csenge Advisory Group sold out of Akre Focus ETF (AKRE) in Q1 2026, closing a stake of 4,709 shares — an estimated $308K sold.

Csenge Advisory Group first reported a position in AKRE in Q4 2025 and held it in 1 quarter. The position peaked at $308K in Q4 2025. 459 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Csenge Advisory Group reported no remaining Akre Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Csenge Advisory Group sold 4,709 Akre Focus ETF shares in Q1 2026, an estimated $308K.
  • Csenge Advisory Group first reported a position in Akre Focus ETF in Q4 2025 and held it in 1 quarter.
  • Csenge Advisory Group's Akre Focus ETF position peaked at $308K in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.