Evoke Wealth’s Akre Focus ETF AKRE Stock Holding History

Evoke Wealth’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	-7,229	Closed	-$382K	–	710
2026 Q1	$382K	Hold	7,229	–	–	0.01%	471
2025 Q4	$474K	Buy	+7,229	New	+$468K	0.01%	405

Other funds holding AKRE

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Evoke Wealth's AKRE Position: Q2 2026 in Review

Evoke Wealth sold out of Akre Focus ETF (AKRE) in Q2 2026, closing a stake of 7,229 shares — an estimated $382K sold.

Evoke Wealth first reported a position in AKRE in Q4 2025 and held it in 2 quarters. The position peaked at $474K in Q4 2025. 443 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

Evoke Wealth reported no remaining Akre Focus ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 7,229 Akre Focus ETF shares in Q2 2026, an estimated $382K.
Evoke Wealth first reported a position in Akre Focus ETF in Q4 2025 and held it in 2 quarters.
Evoke Wealth's Akre Focus ETF position peaked at $474K in Q4 2025.
443 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.