KA
AKRE

Klingman & Associates’s Akre Focus ETF AKRE Stock Holding History

Klingman & Associates’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 		$245K Hold
4,640
– – 0.01% 290
2025
Q4 		$304K Buy
+4,640
New +$300K 0.01% 253

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

Klingman & Associates's AKRE Position: Q1 2026 in Review

Klingman & Associates held its Akre Focus ETF (AKRE) position steady in Q1 2026 at 4,640 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #290.

Klingman & Associates first reported a position in AKRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $304K in Q4 2025. 459 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Klingman & Associates held 4,640 shares of Akre Focus ETF worth $245K as of Q1 2026.
  • Klingman & Associates left its Akre Focus ETF share count unchanged in Q1 2026.
  • Akre Focus ETF made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #290 holding.
  • Klingman & Associates first reported a position in Akre Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • Klingman & Associates's Akre Focus ETF position peaked at $304K in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.