Tompkins Financial’s Akre Focus ETF AKRE Stock Holding History

Tompkins Financial’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 Q3	$142K	Hold	2,687	–	–	0.01%	236
2026 Q2	$143K	Hold	2,687	–	–	0.01%	234
2026 Q1	$142K	Buy	+2,687	New	+$156K	0.01%	229

Other funds holding AKRE

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Tompkins Financial's AKRE Position: Q3 2026 in Review

Tompkins Financial held its Akre Focus ETF (AKRE) position steady in Q3 2026 at 2,687 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #236.

Tompkins Financial first reported a position in AKRE in Q1 2026 and has held it in 3 quarters since. The position peaked at $143K in Q2 2026. 23 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

Tompkins Financial held 2,687 shares of Akre Focus ETF worth $142K as of Q3 2026.
Tompkins Financial left its Akre Focus ETF share count unchanged in Q3 2026.
Akre Focus ETF made up 0.01% of Tompkins Financial's portfolio in Q3 2026, its #236 holding.
Tompkins Financial first reported a position in Akre Focus ETF in Q1 2026 and has held it in 3 quarters since.
Tompkins Financial's Akre Focus ETF position peaked at $143K in Q2 2026.
23 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.