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Legacy Solutions LLC’s Akre Focus ETF AKRE Stock Holding History

Legacy Solutions LLC’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
Q3 		$209K Hold
3,971
– – 0.16% 88
2026
Q2 		$211K Hold
3,971
– – 0.17% 83
2026
Q1 		$210K Hold
3,971
– – 0.19% 76
2025
Q4 		$260K Buy
+3,971
New +$257K 0.23% 66

Other funds holding AKRE

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Legacy Solutions LLC's AKRE Position: Q3 2026 in Review

Legacy Solutions LLC held its Akre Focus ETF (AKRE) position steady in Q3 2026 at 3,971 shares worth $209K. The position accounts for 0.16% of the portfolio, ranked #88.

Legacy Solutions LLC first reported a position in AKRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $260K in Q4 2025. 23 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • Legacy Solutions LLC held 3,971 shares of Akre Focus ETF worth $209K as of Q3 2026.
  • Legacy Solutions LLC left its Akre Focus ETF share count unchanged in Q3 2026.
  • Akre Focus ETF made up 0.16% of Legacy Solutions LLC's portfolio in Q3 2026, its #88 holding.
  • Legacy Solutions LLC first reported a position in Akre Focus ETF in Q4 2025 and has held it in 4 quarters since.
  • Legacy Solutions LLC's Akre Focus ETF position peaked at $260K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.