GSEP
AKRE

Golden State Equity Partners’s Akre Focus ETF AKRE Stock Holding History

Golden State Equity 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
-1,059
Closed -$56K – 1937
2026
Q1 		$56K Buy
+1,059
New +$61.5K ﹤0.01% 872

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MFIM
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Bank of America
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Osaic Holdings
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Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
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AG
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CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Golden State Equity Partners's AKRE Position: Q2 2026 in Review

Golden State Equity Partners sold out of Akre Focus ETF (AKRE) in Q2 2026, closing a stake of 1,059 shares — an estimated $56K sold.

Golden State Equity Partners first reported a position in AKRE in Q1 2026 and held it in 1 quarter. The position peaked at $56K in Q1 2026. 442 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Golden State Equity Partners reported no remaining Akre Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 1,059 Akre Focus ETF shares in Q2 2026, an estimated $56K.
  • Golden State Equity Partners first reported a position in Akre Focus ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Akre Focus ETF position peaked at $56K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.