LA
AKRE

Legacy Advisors’s Akre Focus ETF AKRE Stock Holding History

Legacy 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 		– Sell
-4,722
Closed -$250K – 349
2026
Q1 		$250K Hold
4,722
– – 0.03% 233
2025
Q4 		$309K Buy
+4,722
New +$306K 0.03% 218

Other funds holding AKRE

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
CSI
Cross Staff Investments Pittsford, New York $178M AUM 21.21% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Legacy Advisors's AKRE Position: Q2 2026 in Review

Legacy Advisors sold out of Akre Focus ETF (AKRE) in Q2 2026, closing a stake of 4,722 shares — an estimated $250K sold.

Legacy Advisors first reported a position in AKRE in Q4 2025 and held it in 2 quarters. The position peaked at $309K in Q4 2025. 146 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Legacy Advisors reported no remaining Akre Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Advisors sold 4,722 Akre Focus ETF shares in Q2 2026, an estimated $250K.
  • Legacy Advisors first reported a position in Akre Focus ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Advisors's Akre Focus ETF position peaked at $309K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.