MFIM
AKRE

Mesirow Financial Investment Management’s Akre Focus ETF AKRE Stock Holding History

Mesirow Financial Investment 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 		$71.7M Buy
1,347,351
+549,958
+69% +$29.7M 1.13% 22
2026
Q1 		$42.1M Sell
797,393
-1,215,269
-60% -$70.6M 0.68% 37
2025
Q4 		$132M Buy
+2,012,662
New +$130M 2.71% 6

Other funds holding AKRE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $489M AUM 16.12% 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
UFAC
Urban Financial Advisory Corp Chicago, Illinois $363M AUM 17.48% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

Mesirow Financial Investment Management's AKRE Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Akre Focus ETF (AKRE) stake by 69% in Q2 2026, buying an estimated $29.7M and bringing the position to 1,347,351 shares worth $71.7M. The position accounts for 1.13% of the portfolio, ranked #22.

Mesirow Financial Investment Management first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $132M in Q4 2025. 295 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Mesirow Financial Investment Management held 1,347,351 shares of Akre Focus ETF worth $71.7M as of Q2 2026.
  • Mesirow Financial Investment Management bought 549,958 Akre Focus ETF shares in Q2 2026, an estimated $29.7M.
  • Akre Focus ETF made up 1.13% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #22 holding.
  • Mesirow Financial Investment Management first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Mesirow Financial Investment Management's Akre Focus ETF position peaked at $132M in Q4 2025.
  • 295 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.