LPT
AKBA icon

Legacy Private Trust’s Akebia Therapeutics AKBA Stock Holding History

Legacy Private Trust’s Portfolio AKBA Stock Details AKBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14K Hold
12,250
– – ﹤0.01% 266
2026
Q1 		$17K Hold
12,250
– – ﹤0.01% 260
2025
Q4 		$19.7K Hold
12,250
– – ﹤0.01% 258
2025
Q3 		$33.4K Hold
12,250
– – ﹤0.01% 255
2025
Q2 		$44.6K Hold
12,250
– – ﹤0.01% 248
2025
Q1 		$23.5K Hold
12,250
– – ﹤0.01% 242
2024
Q4 		$23.3K Hold
12,250
– – ﹤0.01% 236
2024
Q3 		$16.2K Hold
12,250
– – ﹤0.01% 231
2024
Q2 		$12.5K Hold
12,250
– – ﹤0.01% 227
2024
Q1 		$22.4K Buy
+12,250
New +$19.6K ﹤0.01% 227

Other funds holding AKBA

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Legacy Private Trust's AKBA Position: Q2 2026 in Review

Legacy Private Trust held its Akebia Therapeutics (AKBA) position steady in Q2 2026 at 12,250 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Legacy Private Trust first reported a position in AKBA in Q1 2024 and has held it in 10 quarters since. The position peaked at $44.6K in Q2 2025. 15 funds tracked by Wall St. Rank hold AKBA as of Q2 2026.

  • Legacy Private Trust held 12,250 shares of Akebia Therapeutics worth $14K as of Q2 2026.
  • Legacy Private Trust left its Akebia Therapeutics share count unchanged in Q2 2026.
  • Akebia Therapeutics made up ﹤0.01% of Legacy Private Trust's portfolio in Q2 2026, its #266 holding.
  • Legacy Private Trust first reported a position in Akebia Therapeutics in Q1 2024 and has held it in 10 quarters since.
  • Legacy Private Trust's Akebia Therapeutics position peaked at $44.6K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.