Janney Montgomery Scott
AKRE

Janney Montgomery Scott’s Akre Focus ETF AKRE Stock Holding History

Janney Montgomery Scott’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 		$2.88M Sell
54,127
-74,679
-58% -$4.03M 0.01% 1279
2026
Q1 		$6.81M Sell
128,806
-18,130
-12% -$1.05M 0.02% 718
2025
Q4 		$9.63M Buy
+146,936
New +$9.51M 0.02% 638

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

Janney Montgomery Scott's AKRE Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Akre Focus ETF (AKRE) stake by 58% in Q2 2026, selling an estimated $4.03M and leaving 54,127 shares worth $2.88M. The position accounts for 0.01% of the portfolio, ranked #1279.

Janney Montgomery Scott first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.63M in Q4 2025. 443 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Janney Montgomery Scott held 54,127 shares of Akre Focus ETF worth $2.88M as of Q2 2026.
  • Janney Montgomery Scott sold 74,679 Akre Focus ETF shares in Q2 2026, an estimated $4.03M.
  • Akre Focus ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1279 holding.
  • Janney Montgomery Scott first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Janney Montgomery Scott's Akre Focus ETF position peaked at $9.63M in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.