DBIA
AKRE

Dumont & Blake Investment Advisors’s Akre Focus ETF AKRE Stock Holding History

Dumont & Blake Investment Advisors’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 		$227K Buy
4,292
+281
+7% +$16.3K 0.06% 178
2025
Q4 		$263K Buy
+4,011
New +$260K 0.06% 170

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 $38.8B AUM 21.88% 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

Dumont & Blake Investment Advisors's AKRE Position: Q1 2026 in Review

Dumont & Blake Investment Advisors increased its Akre Focus ETF (AKRE) stake by 7% in Q1 2026, buying an estimated $16.3K and bringing the position to 4,292 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #178.

Dumont & Blake Investment Advisors first reported a position in AKRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $263K in Q4 2025. 459 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Dumont & Blake Investment Advisors held 4,292 shares of Akre Focus ETF worth $227K as of Q1 2026.
  • Dumont & Blake Investment Advisors bought 281 Akre Focus ETF shares in Q1 2026, an estimated $16.3K.
  • Akre Focus ETF made up 0.06% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #178 holding.
  • Dumont & Blake Investment Advisors first reported a position in Akre Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • Dumont & Blake Investment Advisors's Akre Focus ETF position peaked at $263K in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.