PFGIA
AKRE

Patriot Financial Group Insurance Agency’s Akre Focus ETF AKRE Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-10,893
Closed -$714K – 729
2025
Q4 		$714K Buy
+10,893
New +$705K 0.08% 248

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 $4.84B AUM 25.68% 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 $445B AUM 25.58% 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 $44.6B AUM 28.94% 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

Patriot Financial Group Insurance Agency's AKRE Position: Q1 2026 in Review

Patriot Financial Group Insurance Agency sold out of Akre Focus ETF (AKRE) in Q1 2026, closing a stake of 10,893 shares — an estimated $714K sold.

Patriot Financial Group Insurance Agency first reported a position in AKRE in Q4 2025 and held it in 1 quarter. The position peaked at $714K in Q4 2025. 462 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Akre Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 10,893 Akre Focus ETF shares in Q1 2026, an estimated $714K.
  • Patriot Financial Group Insurance Agency first reported a position in Akre Focus ETF in Q4 2025 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Akre Focus ETF position peaked at $714K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2026, filed 22 Apr 2026.