SFS
AKRE

Symphony Financial Services’s Akre Focus ETF AKRE Stock Holding History

Symphony Financial Services’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
-24,927
Closed -$1.32M – 109
2026
Q1 		$1.32M Sell
24,927
-755
-3% -$43.9K 0.68% 29
2025
Q4 		$1.68M Buy
+25,682
New +$1.66M 0.86% 27

Other funds holding AKRE

MFIM
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 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
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

Symphony Financial Services's AKRE Position: Q2 2026 in Review

Symphony Financial Services sold out of Akre Focus ETF (AKRE) in Q2 2026, closing a stake of 24,927 shares — an estimated $1.32M sold.

Symphony Financial Services first reported a position in AKRE in Q4 2025 and held it in 2 quarters. The position peaked at $1.68M in Q4 2025. 200 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Symphony Financial Services reported no remaining Akre Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Symphony Financial Services sold 24,927 Akre Focus ETF shares in Q2 2026, an estimated $1.32M.
  • Symphony Financial Services first reported a position in Akre Focus ETF in Q4 2025 and held it in 2 quarters.
  • Symphony Financial Services's Akre Focus ETF position peaked at $1.68M in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.