KWA
AKRE

Kingswood Wealth Advisors’s Akre Focus ETF AKRE Stock Holding History

Kingswood Wealth Advisors’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 		$377K Sell
7,087
-1,879
-21% -$102K 0.02% 696
2026
Q1 		$474K Buy
+8,966
New +$521K 0.02% 563

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

Kingswood Wealth Advisors's AKRE Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Akre Focus ETF (AKRE) stake by 21% in Q2 2026, selling an estimated $102K and leaving 7,087 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #696.

Kingswood Wealth Advisors first reported a position in AKRE in Q1 2026 and has held it in 2 quarters since. The position peaked at $474K in Q1 2026. 442 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Kingswood Wealth Advisors held 7,087 shares of Akre Focus ETF worth $377K as of Q2 2026.
  • Kingswood Wealth Advisors sold 1,879 Akre Focus ETF shares in Q2 2026, an estimated $102K.
  • Akre Focus ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #696 holding.
  • Kingswood Wealth Advisors first reported a position in Akre Focus ETF in Q1 2026 and has held it in 2 quarters since.
  • Kingswood Wealth Advisors's Akre Focus ETF position peaked at $474K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.