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Fiduciary Group, LLC

Position in AKRE — Akre Focus ETF

CIK 1645890 SAVANNAH, GA

Position in AKRE

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$9,980,039
-$1,684,801 QoQ
Shares Held
187,630
-15.0% QoQ
Ownership
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#30
of 243 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

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 $9,980,039 187,630
2026-03-31 $11,664,840 220,716
2025-12-31 $15,878,313 242,380