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
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 $18.6B AUM 15.81% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott's AKRE Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Akre Focus ETF (AKRE) stake by 12% in Q1 2026, selling an estimated $1.05M and leaving 128,806 shares worth $6.81M. The position accounts for 0.02% of the portfolio, ranked #718.

Janney Montgomery Scott first reported a position in AKRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.63M in Q4 2025. 459 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Janney Montgomery Scott held 128,806 shares of Akre Focus ETF worth $6.81M as of Q1 2026.
  • Janney Montgomery Scott sold 18,130 Akre Focus ETF shares in Q1 2026, an estimated $1.05M.
  • Akre Focus ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q1 2026, its #718 holding.
  • Janney Montgomery Scott first reported a position in Akre Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • Janney Montgomery Scott's Akre Focus ETF position peaked at $9.63M in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.