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O'Donnell Financial Services’s Akre Focus ETF AKRE Stock Holding History

O'Donnell Financial Services’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
Q3 		$598K Sell
11,355
-2,360
-17% -$135K 0.17% 44
2026
Q2 		$730K Sell
13,715
-2,783
-17% -$150K 0.21% 41
2026
Q1 		$872K Hold
16,498
– – 0.3% 35
2025
Q4 		$1.08M Buy
+16,498
New +$1.07M 0.37% 30

Other funds holding AKRE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Montis Financial
Montis Financial Waltham, Massachusetts $484M AUM 9.65% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Parisi Gray Wealth Management
Parisi Gray Wealth Management Mendham, New Jersey $504M AUM 26.36% 1-Year Est. Return
Affiance Financial
Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return
CSI
Cross Staff Investments Pittsford, New York $168M AUM 14.41% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

O'Donnell Financial Services's AKRE Position: Q3 2026 in Review

O'Donnell Financial Services reduced its Akre Focus ETF (AKRE) stake by 17% in Q3 2026, selling an estimated $135K and leaving 11,355 shares worth $598K. The position accounts for 0.17% of the portfolio, ranked #44.

O'Donnell Financial Services first reported a position in AKRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.08M in Q4 2025. 229 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • O'Donnell Financial Services held 11,355 shares of Akre Focus ETF worth $598K as of Q3 2026.
  • O'Donnell Financial Services sold 2,360 Akre Focus ETF shares in Q3 2026, an estimated $135K.
  • Akre Focus ETF made up 0.17% of O'Donnell Financial Services's portfolio in Q3 2026, its #44 holding.
  • O'Donnell Financial Services first reported a position in Akre Focus ETF in Q4 2025 and has held it in 4 quarters since.
  • O'Donnell Financial Services's Akre Focus ETF position peaked at $1.08M in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on O'Donnell Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.