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AKRE

MLG Wealth Management DBA Pine Grove Financial Group’s Akre Focus ETF AKRE Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
2025
Q4 		$219K Buy
+3,348
New +$217K 0.03% 176

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's AKRE Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Akre Focus ETF (AKRE) in Q4 2025: 3,348 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #176 among its holdings.

478 funds tracked by Wall St. Rank hold AKRE as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 3,348 shares of Akre Focus ETF worth $219K as of Q4 2025.
  • Akre Focus ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Akre Focus ETF made up 0.03% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #176 holding.
  • 478 funds tracked by Wall St. Rank held Akre Focus ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.