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AKRE
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Cross Staff Loads Up on 289,000 Shares of AKRE
What happened According to an SEC filing dated February 27, 2026, Cross Staff Investments Inc established a new position in Professionally Managed Portfolios - Akre Focus ETF(NYSE:AKRE) by purchasing 289,630 shares. The estimated value of…
Key Points Acquired 289,630 shares in AKRE with an estimated trade value of $18.97 million. Quarter-end position value increased by $18.97 million, reflecting both the new stake and price movement. Post-trade, the fund holds 289,630 shares…
Mesirow Financial Investment Management Buys 2 Million Shares of Akre Focus ETF
On Feb. 4, 2026, Mesirow Financial Investment Management, Inc. disclosed a new position in the professionally managed Akre Focus ETF (NYSE:AKRE). What happened According to an SEC filing dated Feb. 4, 2026, Mesirow Financial Investment Man…
Lynx Investment Advisory Buy $5 Million of Akre Focus ETF
Lynx Investment Advisory initiated a new position in the Akre Focus ETF(NYSE:AKRE) in the fourth quarter. The position remains outside of the firm’s top five holdings, but comprised 3.1% of the fund’s reported assets in the quarter. What h…
Why a 2.1% Portfolio Shift Targets a New ETF With 15% Long-Term Returns
On January 22, Washington-based Capital Planning LLC disclosed a new position in the Akre Focus ETF(NYSE:AKRE), acquiring 114,952 shares worth $7.45 million. What happened According to a January 22 Securities and Exchange Commission (SEC)…
Affiance Financial Bets $43 Million on Chuck Akre's "Compounding Machines" ETF
Affiance Financial initiated a new position in the Akre Focus ETF(NYSE:AKRE), acquiring 656,658 shares in the fourth quarter, with an estimated transaction value of $43.02 million based on quarterly average pricing, according to a January…
This $18 Million Bet Made One ETF 12% of a Portfolio Built for Compounders
Key Points Lighthouse Wealth Management opened a new stake of 277,954 shares in the AKRE Focus ETF. The quarter-end position value increased by $18.21 million, reflecting the initiation of the new position. The holding now represents 12.44…
Akre Capital Completes One of the Industry’s Largest Mutual Fund-to-ETF Conversions
Ticker: AKRE | Trading Begins October 27 on NYSE Arca MIDDLEBURG, Va., Oct. 27, 2025 (GLOBE NEWSWIRE) -- Akre Capital Management, a boutique asset manager with a 35-year history of managing concentrated, active equity portfolios, announced…