AKRE β€” PROFESIONALLY MANAGED PORTFO

Ownership history in Whitcomb & Hess, Inc.  Β·  2 quarters on record

AI Ownership Summary

Whitcomb & Hess, Inc. reported PROFESIONALLY MANAGED PORTFO (AKRE) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.29% in 2025 Q4. The latest visible filing shows AKRE at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AKRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Whitcomb & Hess, Inc.'s position in PROFESIONALLY MANAGED PORTFO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AKRE was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Whitcomb & Hess, Inc. held AKRE β€” position size vs. price
% of Fund (quarterly)    AKRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 17,383 -1,488 -7.9% 0.21% $919K 2026-04-08 $53.35
2025 Q4 INITIATED 18,871 β€” β€” 0.29% $1.2M 2026-01-14 $64.18

FAQ About Whitcomb & Hess, Inc. and AKRE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Whitcomb & Hess, Inc. reported owning AKRE?

Whitcomb & Hess, Inc. reported AKRE across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported AKRE position in Whitcomb & Hess, Inc.'s portfolio?

The largest reported portfolio weight for AKRE was 0.29% in 2025 Q4.

What is the latest reported AKRE position on this page?

The most recent filing on this page is 2026 Q1, when Whitcomb & Hess, Inc. reported 17,383 shares, equal to 0.21% of portfolio, with an estimated market value of $919K.

What does the chart on this AKRE ownership page compare?

The chart compares Whitcomb & Hess, Inc.'s quarterly AKRE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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