Root Financial Partners
AKRE icon

Root Financial Partners’s Akre Focus ETF AKRE Stock Holding History

Root Financial Partners’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
Q3 		$18.9K Buy
+359
New +$20.6K ﹤0.01% 1586
2026
Q2 		– Sell
-701
Closed -$37K – 3460
2026
Q1 		$37K Sell
701
-624
-47% -$36.2K ﹤0.01% 1012
2025
Q4 		$86.8K Buy
+1,325
New +$85.8K ﹤0.01% 522

Other funds holding AKRE

Brown Brothers Harriman & Co
Brown Brothers Harriman & Co New York $23.3B AUM 18.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Montis Financial
Montis Financial Waltham, Massachusetts $484M AUM 9.65% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Root Financial Partners's AKRE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Akre Focus ETF (AKRE) in Q3 2026: 359 shares worth $18.9K. The stake represents ﹤0.01% of the portfolio and ranks #1586 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AKRE as recently as Q1 2026.

Root Financial Partners first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $86.8K in Q4 2025. 362 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • Root Financial Partners held 359 shares of Akre Focus ETF worth $18.9K as of Q3 2026.
  • Akre Focus ETF was a new Root Financial Partners position in Q3 2026.
  • Akre Focus ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1586 holding.
  • Root Financial Partners first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Akre Focus ETF position peaked at $86.8K in Q4 2025.
  • 362 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.