Whitcomb & Hess
AKRE icon

Whitcomb & Hess’s Akre Focus ETF AKRE Stock Holding History

Whitcomb & Hess’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 		$826K Sell
15,679
-427
-3% -$24.5K 0.18% 32
2026
Q2 		$857K Sell
16,106
-1,277
-7% -$69K 0.19% 32
2026
Q1 		$919K Sell
17,383
-1,488
-8% -$86.4K 0.21% 32
2025
Q4 		$1.22M Buy
+18,871
New +$1.22M 0.29% 29

Other funds holding AKRE

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Whitcomb & Hess's AKRE Position: Q3 2026 in Review

Whitcomb & Hess reduced its Akre Focus ETF (AKRE) stake by 2.7% in Q3 2026, selling an estimated $24.5K and leaving 15,679 shares worth $826K. The position accounts for 0.18% of the portfolio, ranked #32.

Whitcomb & Hess first reported a position in AKRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q4 2025. 193 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • Whitcomb & Hess held 15,679 shares of Akre Focus ETF worth $826K as of Q3 2026.
  • Whitcomb & Hess sold 427 Akre Focus ETF shares in Q3 2026, an estimated $24.5K.
  • Akre Focus ETF made up 0.18% of Whitcomb & Hess's portfolio in Q3 2026, its #32 holding.
  • Whitcomb & Hess first reported a position in Akre Focus ETF in Q4 2025 and has held it in 4 quarters since.
  • Whitcomb & Hess's Akre Focus ETF position peaked at $1.22M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.