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
Q2 		$1.98M Sell
37,275
-2,403
-6% -$130K 0.01% 1037
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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

&Partners's AKRE Position: Q2 2026 in Review

&Partners reduced its Akre Focus ETF (AKRE) stake by 6.1% in Q2 2026, selling an estimated $130K and leaving 37,275 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #1037.

&Partners first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.06M in Q4 2025. 443 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • &Partners held 37,275 shares of Akre Focus ETF worth $1.98M as of Q2 2026.
  • &Partners sold 2,403 Akre Focus ETF shares in Q2 2026, an estimated $130K.
  • Akre Focus ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1037 holding.
  • &Partners first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • &Partners's Akre Focus ETF position peaked at $3.06M in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.