HBW
AKRE

Hazlett, Burt & Watson’s Akre Focus ETF AKRE Stock Holding History

Hazlett, Burt & Watson’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
-100
Closed -$5K – 968
2026
Q1 		$5K Buy
+100
New +$5.81K ﹤0.01% 785

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

Hazlett, Burt & Watson's AKRE Position: Q2 2026 in Review

Hazlett, Burt & Watson sold out of Akre Focus ETF (AKRE) in Q2 2026, closing a stake of 100 shares — an estimated $5K sold.

Hazlett, Burt & Watson first reported a position in AKRE in Q1 2026 and held it in 1 quarter. The position peaked at $5K in Q1 2026. 442 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Hazlett, Burt & Watson reported no remaining Akre Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 100 Akre Focus ETF shares in Q2 2026, an estimated $5K.
  • Hazlett, Burt & Watson first reported a position in Akre Focus ETF in Q1 2026 and held it in 1 quarter.
  • Hazlett, Burt & Watson's Akre Focus ETF position peaked at $5K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.