TFA
AKRE

Toth Financial Advisory’s Akre Focus ETF AKRE Stock Holding History

Toth Financial Advisory’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 		$154K Sell
2,929
-305
-9% -$17.5K 0.02% 254
2026
Q2 		$172K Buy
3,234
+5
+0.2% +$270 0.02% 241
2026
Q1 		$171K Sell
3,229
-2
-0.1% -$116 0.02% 232
2025
Q4 		$212K Buy
+3,231
New +$209K 0.02% 216

Other funds holding AKRE

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Toth Financial Advisory's AKRE Position: Q3 2026 in Review

Toth Financial Advisory reduced its Akre Focus ETF (AKRE) stake by 9.4% in Q3 2026, selling an estimated $17.5K and leaving 2,929 shares worth $154K. The position accounts for 0.02% of the portfolio, ranked #254.

Toth Financial Advisory first reported a position in AKRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $212K in Q4 2025. 23 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • Toth Financial Advisory held 2,929 shares of Akre Focus ETF worth $154K as of Q3 2026.
  • Toth Financial Advisory sold 305 Akre Focus ETF shares in Q3 2026, an estimated $17.5K.
  • Akre Focus ETF made up 0.02% of Toth Financial Advisory's portfolio in Q3 2026, its #254 holding.
  • Toth Financial Advisory first reported a position in Akre Focus ETF in Q4 2025 and has held it in 4 quarters since.
  • Toth Financial Advisory's Akre Focus ETF position peaked at $212K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.