MEG
AKRE

Millstone Evans Group’s Akre Focus ETF AKRE Stock Holding History

Millstone Evans Group’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 		$41.5K Hold
780
– – 0.02% 379
2026
Q1 		$41.2K Hold
780
– – 0.02% 362
2025
Q4 		$51.1K Buy
+780
New +$50.5K 0.03% 324

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
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
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

Millstone Evans Group's AKRE Position: Q2 2026 in Review

Millstone Evans Group held its Akre Focus ETF (AKRE) position steady in Q2 2026 at 780 shares worth $41.5K. The position accounts for 0.02% of the portfolio, ranked #379.

Millstone Evans Group first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $51.1K in Q4 2025. 388 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Millstone Evans Group held 780 shares of Akre Focus ETF worth $41.5K as of Q2 2026.
  • Millstone Evans Group left its Akre Focus ETF share count unchanged in Q2 2026.
  • Akre Focus ETF made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #379 holding.
  • Millstone Evans Group first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Millstone Evans Group's Akre Focus ETF position peaked at $51.1K in Q4 2025.
  • 388 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.