Welch Group
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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
Q3 		– Sell
-4,018
Closed -$214K – 349
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

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
CSI
Cross Staff Investments Pittsford, New York $168M AUM 14.41% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Welch Group's AKRE Position: Q3 2026 in Review

Welch Group sold out of Akre Focus ETF (AKRE) in Q3 2026, closing a stake of 4,018 shares — an estimated $214K sold.

Welch Group first reported a position in AKRE in Q4 2025 and held it in 3 quarters. The position peaked at $263K in Q4 2025. 229 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • Welch Group reported no remaining Akre Focus ETF position as of Q3 2026 after selling out during the quarter.
  • Welch Group sold 4,018 Akre Focus ETF shares in Q3 2026, an estimated $214K.
  • Welch Group first reported a position in Akre Focus ETF in Q4 2025 and held it in 3 quarters.
  • Welch Group's Akre Focus ETF position peaked at $263K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.