MBL Wealth’s Akre Focus ETF AKRE Stock Holding History

MBL Wealth’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	-8,483	Closed	-$556K	–	353
2025 Q4	$556K	Buy	+8,483	New	+$549K	0.04%	170

Other funds holding AKRE

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MBL Wealth's AKRE Position: Q1 2026 in Review

MBL Wealth sold out of Akre Focus ETF (AKRE) in Q1 2026, closing a stake of 8,483 shares — an estimated $556K sold.

MBL Wealth first reported a position in AKRE in Q4 2025 and held it in 1 quarter. The position peaked at $556K in Q4 2025. 462 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

MBL Wealth reported no remaining Akre Focus ETF position as of Q1 2026 after selling out during the quarter.
MBL Wealth sold 8,483 Akre Focus ETF shares in Q1 2026, an estimated $556K.
MBL Wealth first reported a position in Akre Focus ETF in Q4 2025 and held it in 1 quarter.
MBL Wealth's Akre Focus ETF position peaked at $556K in Q4 2025.
462 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on MBL Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.