Steward Partners Investment Advisory, LLC
Position in AKRE — Akre Focus ETF
CIK 1723397
STAMFORD, CT
Position in AKRE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,605,800
-$2,176,098 QoQ
Shares Held
105,392
-28.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#31
of 117 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AKRE Over Time
Shares Held
Position Value (USD)
All Filings in AKRE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,605,800 | 105,392 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,781,898 | 147,245 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,209,799 | 155,851 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||