TWM
AKRE

Topsail Wealth Management’s Akre Focus ETF AKRE Stock Holding History

Topsail Wealth Management’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 		$544K Sell
10,229
-7,407
-42% -$400K 0.07% 89
2026
Q1 		$932K Sell
17,636
-11,099
-39% -$645K 0.14% 55
2025
Q4 		$1.88M Buy
+28,735
New +$1.86M 0.28% 37

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

Topsail Wealth Management's AKRE Position: Q2 2026 in Review

Topsail Wealth Management reduced its Akre Focus ETF (AKRE) stake by 42% in Q2 2026, selling an estimated $400K and leaving 10,229 shares worth $544K. The position accounts for 0.07% of the portfolio, ranked #89.

Topsail Wealth Management first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.88M in Q4 2025. 443 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Topsail Wealth Management held 10,229 shares of Akre Focus ETF worth $544K as of Q2 2026.
  • Topsail Wealth Management sold 7,407 Akre Focus ETF shares in Q2 2026, an estimated $400K.
  • Akre Focus ETF made up 0.07% of Topsail Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Topsail Wealth Management first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Topsail Wealth Management's Akre Focus ETF position peaked at $1.88M in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.