MCM
AKRE

Mendel Capital Management’s Akre Focus ETF AKRE Stock Holding History

Mendel Capital 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
Q2 		$6.86M Sell
128,936
-7,880
-6% -$426K 3.09% 7
2026
Q1 		$7.23M Buy
+136,816
New +$7.95M 3.64% 6

Other funds holding AKRE

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
CSI
Cross Staff Investments Pittsford, New York $178M AUM 21.21% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Mendel Capital Management's AKRE Position: Q2 2026 in Review

Mendel Capital Management reduced its Akre Focus ETF (AKRE) stake by 5.8% in Q2 2026, selling an estimated $426K and leaving 128,936 shares worth $6.86M. The position accounts for 3.09% of the portfolio, ranked #7.

Mendel Capital Management first reported a position in AKRE in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.23M in Q1 2026. 200 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Mendel Capital Management held 128,936 shares of Akre Focus ETF worth $6.86M as of Q2 2026.
  • Mendel Capital Management sold 7,880 Akre Focus ETF shares in Q2 2026, an estimated $426K.
  • Akre Focus ETF made up 3.09% of Mendel Capital Management's portfolio in Q2 2026, its #7 holding.
  • Mendel Capital Management first reported a position in Akre Focus ETF in Q1 2026 and has held it in 2 quarters since.
  • Mendel Capital Management's Akre Focus ETF position peaked at $7.23M in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.