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J.W. Cole Advisors’s Akebia Therapeutics AKBA Stock Holding History

J.W. Cole Advisors’s Portfolio AKBA Stock Details AKBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.6K Hold
11,937
– – ﹤0.01% 1583
2026
Q1 		$16.6K Hold
11,937
– – ﹤0.01% 782
2025
Q4 		$301 Buy
+11,937
New +$25K ﹤0.01% 1457

Other funds holding AKBA

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

J.W. Cole Advisors's AKBA Position: Q2 2026 in Review

J.W. Cole Advisors held its Akebia Therapeutics (AKBA) position steady in Q2 2026 at 11,937 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

J.W. Cole Advisors first reported a position in AKBA in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.6K in Q1 2026. 15 funds tracked by Wall St. Rank hold AKBA as of Q2 2026.

  • J.W. Cole Advisors held 11,937 shares of Akebia Therapeutics worth $13.6K as of Q2 2026.
  • J.W. Cole Advisors left its Akebia Therapeutics share count unchanged in Q2 2026.
  • Akebia Therapeutics made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1583 holding.
  • J.W. Cole Advisors first reported a position in Akebia Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • J.W. Cole Advisors's Akebia Therapeutics position peaked at $16.6K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.