Shaker Financial Services, LLC - Portfolio Stock Holdings

Shaker Financial Services, LLC disclosed 169 stock positions in a recent SEC 13F filing. $318,555,358 of stock holdings were filed, with the largest holdings including GAB, RVT, and USA. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $286,320,400 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.