GWANC
AKRE

Guardian Wealth Advisors (North Carolina)’s Akre Focus ETF AKRE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$2.66M Sell
49,616
-4,351
-8% -$253K 0.17% 87
2025
Q4 		$3.55M Buy
+53,967
New +$3.49M 0.22% 63

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 $4.6B AUM 22.54% 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
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 $43.3B AUM 29.3% 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

Guardian Wealth Advisors (North Carolina)'s AKRE Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Akre Focus ETF (AKRE) stake by 8.1% in Q1 2026, selling an estimated $253K and leaving 49,616 shares worth $2.66M. The position accounts for 0.17% of the portfolio, ranked #87.

Guardian Wealth Advisors (North Carolina) first reported a position in AKRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.55M in Q4 2025. 459 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 49,616 shares of Akre Focus ETF worth $2.66M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 4,351 Akre Focus ETF shares in Q1 2026, an estimated $253K.
  • Akre Focus ETF made up 0.17% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #87 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Akre Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Akre Focus ETF position peaked at $3.55M in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.