SMH
AKRE

Sanders Morris Harris’s Akre Focus ETF AKRE Stock Holding History

Sanders Morris Harris’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 		– Sell
-5,372
Closed -$284K – 301
2026
Q1 		$284K Hold
5,372
– – 0.05% 238
2025
Q4 		$357K Buy
+5,372
New +$348K 0.55% 24

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

Sanders Morris Harris's AKRE Position: Q2 2026 in Review

Sanders Morris Harris sold out of Akre Focus ETF (AKRE) in Q2 2026, closing a stake of 5,372 shares — an estimated $284K sold.

Sanders Morris Harris first reported a position in AKRE in Q4 2025 and held it in 2 quarters. The position peaked at $357K in Q4 2025. 146 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Sanders Morris Harris reported no remaining Akre Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 5,372 Akre Focus ETF shares in Q2 2026, an estimated $284K.
  • Sanders Morris Harris first reported a position in Akre Focus ETF in Q4 2025 and held it in 2 quarters.
  • Sanders Morris Harris's Akre Focus ETF position peaked at $357K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.