EFS
AKRE

Essex Financial Services’s Akre Focus ETF AKRE Stock Holding History

Essex Financial Services’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 		$3.15M Buy
59,685
+3,781
+7% +$220K 0.18% 124
2025
Q4 		$3.66M Buy
+55,904
New +$3.62M 0.21% 106

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 $4.84B AUM 25.68% 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 $445B AUM 25.58% 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 $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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Essex Financial Services's AKRE Position: Q1 2026 in Review

Essex Financial Services increased its Akre Focus ETF (AKRE) stake by 6.8% in Q1 2026, buying an estimated $220K and bringing the position to 59,685 shares worth $3.15M. The position accounts for 0.18% of the portfolio, ranked #124.

Essex Financial Services first reported a position in AKRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.66M in Q4 2025. 461 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Essex Financial Services held 59,685 shares of Akre Focus ETF worth $3.15M as of Q1 2026.
  • Essex Financial Services bought 3,781 Akre Focus ETF shares in Q1 2026, an estimated $220K.
  • Akre Focus ETF made up 0.18% of Essex Financial Services's portfolio in Q1 2026, its #124 holding.
  • Essex Financial Services first reported a position in Akre Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • Essex Financial Services's Akre Focus ETF position peaked at $3.66M in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.