P
AKRE

&Partners’s Akre Focus ETF AKRE Stock Holding History

&Partners’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
Q1 		$2.1M Sell
39,678
-7,081
-15% -$411K 0.01% 878
2025
Q4 		$3.06M Buy
+46,759
New +$3.03M 0.02% 673

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

&Partners's AKRE Position: Q1 2026 in Review

&Partners reduced its Akre Focus ETF (AKRE) stake by 15% in Q1 2026, selling an estimated $411K and leaving 39,678 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #878.

&Partners first reported a position in AKRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.06M in Q4 2025. 459 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • &Partners held 39,678 shares of Akre Focus ETF worth $2.1M as of Q1 2026.
  • &Partners sold 7,081 Akre Focus ETF shares in Q1 2026, an estimated $411K.
  • Akre Focus ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #878 holding.
  • &Partners first reported a position in Akre Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • &Partners's Akre Focus ETF position peaked at $3.06M in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.