PCIA
AKRE

Prime Capital Investment Advisors’s Akre Focus ETF AKRE Stock Holding History

Prime Capital Investment Advisors’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 		$5.26M Sell
98,811
-22,780
-19% -$1.23M 0.05% 228
2026
Q1 		$6.43M Sell
121,591
-5,581
-4% -$324K 0.07% 194
2025
Q4 		$8.33M Buy
+127,172
New +$8.23M 0.1% 150

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
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
MF
Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prime Capital Investment Advisors's AKRE Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Akre Focus ETF (AKRE) stake by 19% in Q2 2026, selling an estimated $1.23M and leaving 98,811 shares worth $5.26M. The position accounts for 0.05% of the portfolio, ranked #228.

Prime Capital Investment Advisors first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.33M in Q4 2025. 406 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Prime Capital Investment Advisors held 98,811 shares of Akre Focus ETF worth $5.26M as of Q2 2026.
  • Prime Capital Investment Advisors sold 22,780 Akre Focus ETF shares in Q2 2026, an estimated $1.23M.
  • Akre Focus ETF made up 0.05% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #228 holding.
  • Prime Capital Investment Advisors first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Prime Capital Investment Advisors's Akre Focus ETF position peaked at $8.33M in Q4 2025.
  • 406 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.