LWM
AKRE

Liberty Wealth Management’s Akre Focus ETF AKRE Stock Holding History

Liberty Wealth Management’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
-3,475
Closed -$228K – 284
2025
Q4 		$228K Buy
+3,475
New +$225K 0.03% 225

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AG
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 $625M AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Liberty Wealth Management's AKRE Position: Q1 2026 in Review

Liberty Wealth Management sold out of Akre Focus ETF (AKRE) in Q1 2026, closing a stake of 3,475 shares — an estimated $228K sold.

Liberty Wealth Management first reported a position in AKRE in Q4 2025 and held it in 1 quarter. The position peaked at $228K in Q4 2025. 462 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Liberty Wealth Management reported no remaining Akre Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Liberty Wealth Management sold 3,475 Akre Focus ETF shares in Q1 2026, an estimated $228K.
  • Liberty Wealth Management first reported a position in Akre Focus ETF in Q4 2025 and held it in 1 quarter.
  • Liberty Wealth Management's Akre Focus ETF position peaked at $228K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.