Shaker Financial Services, LLC - Portfolio Stock Holdings
Shaker Financial Services, LLC disclosed 180 stock positions in a recent SEC 13F filing. $286,356,759 of stock holdings were filed, with the largest holdings including CSQ, JCE, and ASG. This filing represented positions held on March 31, 2026, and was filed on May 12, 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:
March 31, 2026No. of Stocks:
180Est. Stock Holding Value:
$286,356,759Top Stock Holdings By Sector
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Portfolio Stock Holdings - Shaker Financial Services, LLC
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