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Berger Financial Group, Inc

Position in AKRE — Akre Focus ETF

CIK 1826136 Plymouth, MN

Position in AKRE

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$2,970,170
-$1,198,820 QoQ
Shares Held
56,200
-11.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,970,170 56,200
2025-12-31 $4,168,990 63,639