EWM
AKRE

Empirical Wealth Management’s Akre Focus ETF AKRE Stock Holding History

Empirical Wealth Management’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 		– Sell
-4,128
Closed -$218K – 1115
2026
Q1 		$218K Sell
4,128
-22,886
-85% -$1.33M ﹤0.01% 916
2025
Q4 		$1.77M Buy
+27,014
New +$1.75M 0.03% 256

Other funds holding AKRE

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
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 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
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
CSI
Cross Staff Investments Pittsford, New York $178M AUM 21.21% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Empirical Wealth Management's AKRE Position: Q2 2026 in Review

Empirical Wealth Management sold out of Akre Focus ETF (AKRE) in Q2 2026, closing a stake of 4,128 shares — an estimated $218K sold.

Empirical Wealth Management first reported a position in AKRE in Q4 2025 and held it in 2 quarters. The position peaked at $1.77M in Q4 2025. 226 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Empirical Wealth Management reported no remaining Akre Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 4,128 Akre Focus ETF shares in Q2 2026, an estimated $218K.
  • Empirical Wealth Management first reported a position in Akre Focus ETF in Q4 2025 and held it in 2 quarters.
  • Empirical Wealth Management's Akre Focus ETF position peaked at $1.77M in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.