SWP
AKRE

Strategic Wealth Partners’s Akre Focus ETF AKRE Stock Holding History

Strategic Wealth 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
Q2 		$290K Sell
5,446
-815
-13% -$44K 0.02% 263
2026
Q1 		$331K Sell
6,261
-543
-8% -$31.5K 0.02% 244
2025
Q4 		$446K Buy
+6,804
New +$440K 0.03% 216

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

Strategic Wealth Partners's AKRE Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Akre Focus ETF (AKRE) stake by 13% in Q2 2026, selling an estimated $44K and leaving 5,446 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #263.

Strategic Wealth Partners first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $446K in Q4 2025. 442 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Strategic Wealth Partners held 5,446 shares of Akre Focus ETF worth $290K as of Q2 2026.
  • Strategic Wealth Partners sold 815 Akre Focus ETF shares in Q2 2026, an estimated $44K.
  • Akre Focus ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #263 holding.
  • Strategic Wealth Partners first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Akre Focus ETF position peaked at $446K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.