Oak Barrel Wealth Advisory’s Akre Focus ETF AKRE Stock Holding History

Oak Barrel Wealth Advisory’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	$570K	Buy	+10,714	New	+$579K	0.25%	49
2025 Q4	$2M	Buy	+30,501	New	+$1.97M	1.19%	16

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

Oak Barrel Wealth Advisory's AKRE Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Akre Focus ETF (AKRE) in Q2 2026: 10,714 shares worth $570K. The stake represents 0.25% of the portfolio and ranks #49 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in AKRE as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in AKRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $2M in Q4 2025. 443 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

Oak Barrel Wealth Advisory held 10,714 shares of Akre Focus ETF worth $570K as of Q2 2026.
Akre Focus ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
Akre Focus ETF made up 0.25% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #49 holding.
Oak Barrel Wealth Advisory first reported a position in Akre Focus ETF in Q4 2025 and has held it in 2 quarters since.
Oak Barrel Wealth Advisory's Akre Focus ETF position peaked at $2M in Q4 2025.
443 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.