TIM
AKRE

Triad Investment Management’s Akre Focus ETF AKRE Stock Holding History

Triad Investment 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 		$1.95M Buy
36,586
+23,239
+174% +$1.26M 2.15% 23
2026
Q1 		$705K Buy
+13,347
New +$775K 0.83% 29

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

Triad Investment Management's AKRE Position: Q2 2026 in Review

Triad Investment Management increased its Akre Focus ETF (AKRE) stake by 174% in Q2 2026, buying an estimated $1.26M and bringing the position to 36,586 shares worth $1.95M. The position accounts for 2.15% of the portfolio, ranked #23.

Triad Investment Management first reported a position in AKRE in Q1 2026 and has held it in 2 quarters since. 442 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Triad Investment Management held 36,586 shares of Akre Focus ETF worth $1.95M as of Q2 2026.
  • Triad Investment Management bought 23,239 Akre Focus ETF shares in Q2 2026, an estimated $1.26M.
  • Akre Focus ETF made up 2.15% of Triad Investment Management's portfolio in Q2 2026, its #23 holding.
  • Triad Investment Management first reported a position in Akre Focus ETF in Q1 2026 and has held it in 2 quarters since.
  • 442 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.