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Medallion Wealth Advisors, LLC

Position in AKRE — Akre Focus ETF

CIK 2131139 FARMINGTON, CT

Position in AKRE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,257,890
-$57,102 QoQ
Shares Held
23,649
-5.0% QoQ
Ownership
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#58
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
2026-06-30 $1,257,890 23,649
2026-03-31 $1,314,992 24,882
2025-12-31 $1,647,166 25,144