SEIA
AKRE

Signature Estate & Investment Advisors’s Akre Focus ETF AKRE Stock Holding History

Signature Estate & Investment Advisors’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 		$229K Sell
4,299
-4,607
-52% -$249K ﹤0.01% 615
2026
Q1 		$471K Sell
8,906
-1,500
-14% -$87.1K 0.01% 431
2025
Q4 		$682K Buy
+10,406
New +$674K 0.01% 332

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

Signature Estate & Investment Advisors's AKRE Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Akre Focus ETF (AKRE) stake by 52% in Q2 2026, selling an estimated $249K and leaving 4,299 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Signature Estate & Investment Advisors first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $682K in Q4 2025. 442 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Signature Estate & Investment Advisors held 4,299 shares of Akre Focus ETF worth $229K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 4,607 Akre Focus ETF shares in Q2 2026, an estimated $249K.
  • Akre Focus ETF made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #615 holding.
  • Signature Estate & Investment Advisors first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Signature Estate & Investment Advisors's Akre Focus ETF position peaked at $682K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.