SIC
AKRE

Salem Investment Counselors’s Akre Focus ETF AKRE Stock Holding History

Salem Investment Counselors’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 		$1.85M Sell
34,708
-2,530
-7% -$137K 0.05% 178
2026
Q1 		$1.97M Sell
37,238
-807
-2% -$46.9K 0.06% 160
2025
Q4 		$2.49M Buy
+38,045
New +$2.46M 0.07% 141

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

Salem Investment Counselors's AKRE Position: Q2 2026 in Review

Salem Investment Counselors reduced its Akre Focus ETF (AKRE) stake by 6.8% in Q2 2026, selling an estimated $137K and leaving 34,708 shares worth $1.85M. The position accounts for 0.05% of the portfolio, ranked #178.

Salem Investment Counselors first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.49M in Q4 2025. 292 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Salem Investment Counselors held 34,708 shares of Akre Focus ETF worth $1.85M as of Q2 2026.
  • Salem Investment Counselors sold 2,530 Akre Focus ETF shares in Q2 2026, an estimated $137K.
  • Akre Focus ETF made up 0.05% of Salem Investment Counselors's portfolio in Q2 2026, its #178 holding.
  • Salem Investment Counselors first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Salem Investment Counselors's Akre Focus ETF position peaked at $2.49M in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.