PWPS
AKRE

Pinnacle Wealth Planning Services’s Akre Focus ETF AKRE Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$2.55K Hold
48
– – ﹤0.01% 2423
2026
Q1 		$2.54K Hold
48
– – ﹤0.01% 2407
2025
Q4 		$3.14K Buy
+48
New +$3.11K ﹤0.01% 2388

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

Pinnacle Wealth Planning Services's AKRE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Akre Focus ETF (AKRE) position steady in Q2 2026 at 48 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

Pinnacle Wealth Planning Services first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.14K in Q4 2025. 443 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 48 shares of Akre Focus ETF worth $2.55K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Akre Focus ETF share count unchanged in Q2 2026.
  • Akre Focus ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2423 holding.
  • Pinnacle Wealth Planning Services first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Akre Focus ETF position peaked at $3.14K in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.