IRON Financial’s Akre Focus ETF AKRE Stock Holding History

IRON Financial’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	–	Sell	-3,419	Closed	-$224K	–	167
2025 Q4	$224K	Buy	+3,419	New	+$221K	0.1%	120

Other funds holding AKRE

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IRON Financial's AKRE Position: Q1 2026 in Review

IRON Financial sold out of Akre Focus ETF (AKRE) in Q1 2026, closing a stake of 3,419 shares — an estimated $224K sold.

IRON Financial first reported a position in AKRE in Q4 2025 and held it in 1 quarter. The position peaked at $224K in Q4 2025. 459 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

IRON Financial reported no remaining Akre Focus ETF position as of Q1 2026 after selling out during the quarter.
IRON Financial sold 3,419 Akre Focus ETF shares in Q1 2026, an estimated $224K.
IRON Financial first reported a position in Akre Focus ETF in Q4 2025 and held it in 1 quarter.
IRON Financial's Akre Focus ETF position peaked at $224K in Q4 2025.
459 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on IRON Financial's 13F filing for Q1 2026, filed 27 Apr 2026.