Envision Financial Transparency’s Akre Focus ETF AKRE Stock Holding History

Envision Financial Transparency’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	$1.48M	Buy	+27,923	New	+$1.62M	1.43%	16

Other funds holding AKRE

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envision Financial Transparency's AKRE Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in Akre Focus ETF (AKRE) in Q1 2026: 27,923 shares worth $1.48M. The stake represents 1.43% of the portfolio and ranks #16 among its holdings.

462 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

Envision Financial Transparency held 27,923 shares of Akre Focus ETF worth $1.48M as of Q1 2026.
Akre Focus ETF was a new Envision Financial Transparency position in Q1 2026.
Akre Focus ETF made up 1.43% of Envision Financial Transparency's portfolio in Q1 2026, its #16 holding.
462 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.