Midwest Trust’s Akre Focus ETF AKRE Stock Holding History

Midwest Trust’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	$209K	Sell	3,925 -118	-3%	-$6.38K	﹤0.01%	594
2026 Q1	$214K	Buy	+4,043	New	+$235K	﹤0.01%	574

Other funds holding AKRE

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Midwest Trust's AKRE Position: Q2 2026 in Review

Midwest Trust reduced its Akre Focus ETF (AKRE) stake by 2.9% in Q2 2026, selling an estimated $6.38K and leaving 3,925 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Midwest Trust first reported a position in AKRE in Q1 2026 and has held it in 2 quarters since. The position peaked at $214K in Q1 2026. 442 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

Midwest Trust held 3,925 shares of Akre Focus ETF worth $209K as of Q2 2026.
Midwest Trust sold 118 Akre Focus ETF shares in Q2 2026, an estimated $6.38K.
Akre Focus ETF made up ﹤0.01% of Midwest Trust's portfolio in Q2 2026, its #594 holding.
Midwest Trust first reported a position in Akre Focus ETF in Q1 2026 and has held it in 2 quarters since.
Midwest Trust's Akre Focus ETF position peaked at $214K in Q1 2026.
442 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.