RBC
AKRE

Roble Belko & Company’s Akre Focus ETF AKRE Stock Holding History

Roble Belko & Company’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 		$170K Hold
3,202
– – 0.02% 145
2026
Q1 		$169K Sell
3,202
-5,190
-62% -$301K 0.02% 136
2025
Q4 		$550K Buy
+8,392
New +$543K 0.07% 79

Other funds holding AKRE

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UFAC
Urban Financial Advisory Corp Chicago, Illinois $363M AUM 17.48% 1-Year Est. Return

Roble Belko & Company's AKRE Position: Q2 2026 in Review

Roble Belko & Company held its Akre Focus ETF (AKRE) position steady in Q2 2026 at 3,202 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #145.

Roble Belko & Company first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $550K in Q4 2025. 295 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Roble Belko & Company held 3,202 shares of Akre Focus ETF worth $170K as of Q2 2026.
  • Roble Belko & Company left its Akre Focus ETF share count unchanged in Q2 2026.
  • Akre Focus ETF made up 0.02% of Roble Belko & Company's portfolio in Q2 2026, its #145 holding.
  • Roble Belko & Company first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Roble Belko & Company's Akre Focus ETF position peaked at $550K in Q4 2025.
  • 295 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.