Skip to main content

CARY STREET PARTNERS FINANCIAL LLC

Position in AKRE — Akre Focus ETF

CIK 1475045 RICHMOND, VA

Position in AKRE

as of Mar 31, 2026 · filed Apr 29, 2026
Position Value
$9,440,172
-$2,204,491 QoQ
Shares Held
178,622
+0.5% QoQ
Ownership
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 64% Shared 0% None 36%

Common Shares in AKRE Over Time

Shares Held

Position Value (USD)

All Filings in AKRE

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $9,440,172 178,622
2025-12-31 $11,644,663 177,754