PGAM
AKRE

Princeton Global Asset Management’s Akre Focus ETF AKRE Stock Holding History

Princeton Global Asset Management’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 		$18.1K Hold
340
– – ﹤0.01% 498
2026
Q1 		$18K Hold
340
– – ﹤0.01% 498
2025
Q4 		$22.3K Buy
+340
New +$22K ﹤0.01% 472

Other funds holding AKRE

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
CSI
Cross Staff Investments Pittsford, New York $178M AUM 21.21% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Princeton Global Asset Management's AKRE Position: Q2 2026 in Review

Princeton Global Asset Management held its Akre Focus ETF (AKRE) position steady in Q2 2026 at 340 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Princeton Global Asset Management first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.3K in Q4 2025. 133 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Princeton Global Asset Management held 340 shares of Akre Focus ETF worth $18.1K as of Q2 2026.
  • Princeton Global Asset Management left its Akre Focus ETF share count unchanged in Q2 2026.
  • Akre Focus ETF made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #498 holding.
  • Princeton Global Asset Management first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Princeton Global Asset Management's Akre Focus ETF position peaked at $22.3K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.