Kayne Anderson Rudnick Investment Management
AKRE

Kayne Anderson Rudnick Investment Management’s Akre Focus ETF AKRE Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$57.6K Sell
1,083
-822
-43% -$44.4K ﹤0.01% 621
2026
Q1 		$101K Sell
1,905
-610
-24% -$35.4K ﹤0.01% 551
2025
Q4 		$165K Buy
+2,515
New +$163K ﹤0.01% 521

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

Kayne Anderson Rudnick Investment Management's AKRE Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Akre Focus ETF (AKRE) stake by 43% in Q2 2026, selling an estimated $44.4K and leaving 1,083 shares worth $57.6K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Kayne Anderson Rudnick Investment Management first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $165K in Q4 2025. 442 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 1,083 shares of Akre Focus ETF worth $57.6K as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 822 Akre Focus ETF shares in Q2 2026, an estimated $44.4K.
  • Akre Focus ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #621 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Kayne Anderson Rudnick Investment Management's Akre Focus ETF position peaked at $165K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.