Shaker Financial Services, LLC - Portfolio Stock Holdings
Shaker Financial Services, LLC disclosed 167 stock positions in a recent SEC 13F filing. $302,524,274 of stock holdings were filed, with the largest holdings including RVT, ASG, and GAB. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 14, 2026.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.
Report Period:
Sept. 30, 2026No. of Stocks:
167Est. Stock Holding Value:
$302,524,274Top Stock Holdings By Sector
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Portfolio Stock Holdings - Shaker Financial Services, LLC
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