WG
AKRE

Welch Group’s Akre Focus ETF AKRE Stock Holding History

Welch 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
Q2 		$214K Hold
4,018
– – 0.01% 298
2026
Q1 		$212K Hold
4,018
– – 0.01% 290
2025
Q4 		$263K Buy
+4,018
New +$260K 0.01% 255

Other funds holding AKRE

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
CSI
Cross Staff Investments Pittsford, New York $178M AUM 21.21% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Welch Group's AKRE Position: Q2 2026 in Review

Welch Group held its Akre Focus ETF (AKRE) position steady in Q2 2026 at 4,018 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #298.

Welch Group first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $263K in Q4 2025. 185 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Welch Group held 4,018 shares of Akre Focus ETF worth $214K as of Q2 2026.
  • Welch Group left its Akre Focus ETF share count unchanged in Q2 2026.
  • Akre Focus ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #298 holding.
  • Welch Group first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Welch Group's Akre Focus ETF position peaked at $263K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.