FNBT
AKRE

FineMark National Bank & Trust’s Akre Focus ETF AKRE Stock Holding History

FineMark National Bank & Trust’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
2025
Q4 		$207K Buy
+3,160
New +$205K 0.01% 424

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $377B AUM 19.32% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FineMark National Bank & Trust's AKRE Position: Q4 2025 in Review

FineMark National Bank & Trust opened a new position in Akre Focus ETF (AKRE) in Q4 2025: 3,160 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #424 among its holdings.

475 funds tracked by Wall St. Rank hold AKRE as of Q4 2025.

  • FineMark National Bank & Trust held 3,160 shares of Akre Focus ETF worth $207K as of Q4 2025.
  • Akre Focus ETF was a new FineMark National Bank & Trust position in Q4 2025.
  • Akre Focus ETF made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #424 holding.
  • 475 funds tracked by Wall St. Rank held Akre Focus ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.