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Marshall Financial Group (Maryland)’s Akre Focus ETF AKRE Stock Holding History

Marshall Financial Group (Maryland)’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
-3,119
Closed -$204K – 313
2025
Q4 		$204K Buy
+3,119
New +$202K 0.04% 283

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LPL Financial
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Brown Advisory
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Bank of America
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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 $639M AUM 11.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Marshall Financial Group (Maryland)'s AKRE Position: Q1 2026 in Review

Marshall Financial Group (Maryland) sold out of Akre Focus ETF (AKRE) in Q1 2026, closing a stake of 3,119 shares — an estimated $204K sold.

Marshall Financial Group (Maryland) first reported a position in AKRE in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 463 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Marshall Financial Group (Maryland) reported no remaining Akre Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 3,119 Akre Focus ETF shares in Q1 2026, an estimated $204K.
  • Marshall Financial Group (Maryland) first reported a position in Akre Focus ETF in Q4 2025 and held it in 1 quarter.
  • Marshall Financial Group (Maryland)'s Akre Focus ETF position peaked at $204K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.