LGL Partners’s Akre Focus ETF AKRE Stock Holding History

LGL Partners’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	-5,038	Closed	-$330K	–	68
2025 Q4	$330K	Buy	+5,038	New	+$326K	0.14%	43

Other funds holding AKRE

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LGL Partners's AKRE Position: Q1 2026 in Review

LGL Partners sold out of Akre Focus ETF (AKRE) in Q1 2026, closing a stake of 5,038 shares — an estimated $330K sold.

LGL Partners first reported a position in AKRE in Q4 2025 and held it in 1 quarter. The position peaked at $330K in Q4 2025. 459 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

LGL Partners reported no remaining Akre Focus ETF position as of Q1 2026 after selling out during the quarter.
LGL Partners sold 5,038 Akre Focus ETF shares in Q1 2026, an estimated $330K.
LGL Partners first reported a position in Akre Focus ETF in Q4 2025 and held it in 1 quarter.
LGL Partners's Akre Focus ETF position peaked at $330K in Q4 2025.
459 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on LGL Partners's 13F filing for Q1 2026, filed 14 May 2026.