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Kohmann Bosshard Financial Services’s Akre Focus ETF AKRE Stock Holding History

Kohmann Bosshard Financial Services’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 		– Sell
-1,339
Closed -$87.7K – 663
2025
Q4 		$87.7K Buy
+1,339
New +$86.7K 0.01% 431

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AlTi Global
AlTi Global New York $4.84B AUM 25.68% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kohmann Bosshard Financial Services's AKRE Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Akre Focus ETF (AKRE) in Q1 2026, closing a stake of 1,339 shares — an estimated $87.7K sold.

Kohmann Bosshard Financial Services first reported a position in AKRE in Q4 2025 and held it in 1 quarter. The position peaked at $87.7K in Q4 2025. 463 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Akre Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 1,339 Akre Focus ETF shares in Q1 2026, an estimated $87.7K.
  • Kohmann Bosshard Financial Services first reported a position in Akre Focus ETF in Q4 2025 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Akre Focus ETF position peaked at $87.7K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.