SL
AKRE

Salomon & Ludwin’s Akre Focus ETF AKRE Stock Holding History

Salomon & Ludwin’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
Q1 		$47.3K Sell
893
-34
-4% -$1.98K ﹤0.01% 508
2025
Q4 		$61.2K Buy
+927
New +$60K 0.01% 355

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Salomon & Ludwin's AKRE Position: Q1 2026 in Review

Salomon & Ludwin reduced its Akre Focus ETF (AKRE) stake by 3.7% in Q1 2026, selling an estimated $1.98K and leaving 893 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Salomon & Ludwin first reported a position in AKRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $61.2K in Q4 2025. 459 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Salomon & Ludwin held 893 shares of Akre Focus ETF worth $47.3K as of Q1 2026.
  • Salomon & Ludwin sold 34 Akre Focus ETF shares in Q1 2026, an estimated $1.98K.
  • Akre Focus ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #508 holding.
  • Salomon & Ludwin first reported a position in Akre Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • Salomon & Ludwin's Akre Focus ETF position peaked at $61.2K in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.