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Berger Financial Group, Inc

Position in AKRE — Akre Focus ETF

CIK 1826136 Plymouth, MN

Position in AKRE

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$2,395,943
-$574,227 QoQ
Shares Held
45,045
-19.8% QoQ
Ownership
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#73
of 243 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 $2,395,943 45,045
2026-03-31 $2,970,170 56,200
2025-12-31 $4,168,990 63,639