EIP
AKRE

Essential Investment Partners’s Akre Focus ETF AKRE Stock Holding History

Essential Investment Partners’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
-3,139
Closed -$166K – 322
2026
Q1 		$166K Hold
3,139
– – 0.15% 94
2025
Q4 		$206K Buy
+3,139
New +$203K 0.19% 84

Other funds holding AKRE

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Essential Investment Partners's AKRE Position: Q2 2026 in Review

Essential Investment Partners sold out of Akre Focus ETF (AKRE) in Q2 2026, closing a stake of 3,139 shares — an estimated $166K sold.

Essential Investment Partners first reported a position in AKRE in Q4 2025 and held it in 2 quarters. The position peaked at $206K in Q4 2025. 124 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Essential Investment Partners reported no remaining Akre Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Essential Investment Partners sold 3,139 Akre Focus ETF shares in Q2 2026, an estimated $166K.
  • Essential Investment Partners first reported a position in Akre Focus ETF in Q4 2025 and held it in 2 quarters.
  • Essential Investment Partners's Akre Focus ETF position peaked at $206K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.