UBS Group
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UBS Group’s Akre Focus ETF AKRE Stock Holding History

UBS Group’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 		$17.2M Sell
326,076
-54,582
-14% -$3.13M ﹤0.01% 2826
2026
Q2 		$20.2M Sell
380,658
-126,048
-25% -$6.81M ﹤0.01% 2664
2026
Q1 		$26.8M Sell
506,706
-306,494
-38% -$17.8M ﹤0.01% 2278
2025
Q4 		$53.3M Buy
+813,200
New +$52.6M 0.01% 1555

Other funds holding AKRE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Montis Financial
Montis Financial Waltham, Massachusetts $484M AUM 9.65% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Parisi Gray Wealth Management
Parisi Gray Wealth Management Mendham, New Jersey $504M AUM 26.36% 1-Year Est. Return
Affiance Financial
Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return
Ironwood Investment Counsel
Ironwood Investment Counsel Scottsdale, Arizona $771M AUM 19.02% 1-Year Est. Return
CSI
Cross Staff Investments Pittsford, New York $168M AUM 14.41% 1-Year Est. Return

UBS Group's AKRE Position: Q3 2026 in Review

UBS Group reduced its Akre Focus ETF (AKRE) stake by 14% in Q3 2026, selling an estimated $3.13M and leaving 326,076 shares worth $17.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2826.

UBS Group first reported a position in AKRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $53.3M in Q4 2025. 268 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • UBS Group held 326,076 shares of Akre Focus ETF worth $17.2M as of Q3 2026.
  • UBS Group sold 54,582 Akre Focus ETF shares in Q3 2026, an estimated $3.13M.
  • Akre Focus ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #2826 holding.
  • UBS Group first reported a position in Akre Focus ETF in Q4 2025 and has held it in 4 quarters since.
  • UBS Group's Akre Focus ETF position peaked at $53.3M in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.