Vise Technologies’s Akre Focus ETF AKRE Stock Holding History

Vise Technologies’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	$212K	Buy	+4,034	New	+$231K	﹤0.01%	1946

Other funds holding AKRE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $484M AUM 9.65% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Parisi Gray Wealth Management Mendham, New Jersey $504M AUM 26.36% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

Ironwood Investment Counsel Scottsdale, Arizona $771M AUM 19.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vise Technologies's AKRE Position: Q3 2026 in Review

Vise Technologies opened a new position in Akre Focus ETF (AKRE) in Q3 2026: 4,034 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1946 among its holdings.

268 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

Vise Technologies held 4,034 shares of Akre Focus ETF worth $212K as of Q3 2026.
Akre Focus ETF was a new Vise Technologies position in Q3 2026.
Akre Focus ETF made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #1946 holding.
268 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.