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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
Q3 		– Sell
-36,586
Closed -$1.95M – 37
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

CWM
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Triad Investment Management's AKRE Position: Q3 2026 in Review

Triad Investment Management sold out of Akre Focus ETF (AKRE) in Q3 2026, closing a stake of 36,586 shares — an estimated $1.95M sold.

Triad Investment Management first reported a position in AKRE in Q1 2026 and held it in 2 quarters. The position peaked at $1.95M in Q2 2026. 54 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • Triad Investment Management reported no remaining Akre Focus ETF position as of Q3 2026 after selling out during the quarter.
  • Triad Investment Management sold 36,586 Akre Focus ETF shares in Q3 2026, an estimated $1.95M.
  • Triad Investment Management first reported a position in Akre Focus ETF in Q1 2026 and held it in 2 quarters.
  • Triad Investment Management's Akre Focus ETF position peaked at $1.95M in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on Triad Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.