GSWM
AKRE

Golden State Wealth Management’s Akre Focus ETF AKRE Stock Holding History

Golden State Wealth Management’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 		$17.1K Hold
321
– – ﹤0.01% 982
2026
Q1 		$17K Hold
321
– – ﹤0.01% 953
2025
Q4 		$21K Buy
+321
New +$20.8K ﹤0.01% 907

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AG
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

Golden State Wealth Management's AKRE Position: Q2 2026 in Review

Golden State Wealth Management held its Akre Focus ETF (AKRE) position steady in Q2 2026 at 321 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Golden State Wealth Management first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $21K in Q4 2025. 442 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Golden State Wealth Management held 321 shares of Akre Focus ETF worth $17.1K as of Q2 2026.
  • Golden State Wealth Management left its Akre Focus ETF share count unchanged in Q2 2026.
  • Akre Focus ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #982 holding.
  • Golden State Wealth Management first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Golden State Wealth Management's Akre Focus ETF position peaked at $21K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.