Hardy Reed
AKRE icon

Hardy Reed’s Akre Focus ETF AKRE Stock Holding History

Hardy Reed’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
Q3 		$270K Sell
5,126
-444
-8% -$25.4K 0.02% 216
2026
Q2 		$296K Sell
5,570
-1,279
-19% -$69.1K 0.02% 203
2026
Q1 		$362K Hold
6,849
– – 0.03% 172
2025
Q4 		$449K Buy
+6,849
New +$443K 0.03% 150

Other funds holding AKRE

Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Montis Financial
Montis Financial Waltham, Massachusetts $484M AUM 9.65% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Parisi Gray Wealth Management
Parisi Gray Wealth Management Mendham, New Jersey $504M AUM 26.36% 1-Year Est. Return

Hardy Reed's AKRE Position: Q3 2026 in Review

Hardy Reed reduced its Akre Focus ETF (AKRE) stake by 8% in Q3 2026, selling an estimated $25.4K and leaving 5,126 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #216.

Hardy Reed first reported a position in AKRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $449K in Q4 2025. 314 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • Hardy Reed held 5,126 shares of Akre Focus ETF worth $270K as of Q3 2026.
  • Hardy Reed sold 444 Akre Focus ETF shares in Q3 2026, an estimated $25.4K.
  • Akre Focus ETF made up 0.02% of Hardy Reed's portfolio in Q3 2026, its #216 holding.
  • Hardy Reed first reported a position in Akre Focus ETF in Q4 2025 and has held it in 4 quarters since.
  • Hardy Reed's Akre Focus ETF position peaked at $449K in Q4 2025.
  • 314 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on Hardy Reed's 13F filing for Q3 2026, filed 6 Nov 2026.