Shaker Financial Services, LLC
Shaker Financial Services, LLC reported 148 positions worth $319.2M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: GAB (3.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GAB | SH | $11.7M | 3.68% | 2,073,169 | — | — | |
| ▸ 2 | RVT | SH | $11.2M | 3.50% | 605,745 | — | — | |
| ▸ 3 | USA | SH | $9.6M | 3.00% | 1,646,776 | — | — | |
| ▸ 4 | SPE | SH | $9.0M | 2.81% | 664,992 | — | — | |
| ▸ 5 | JCE | SH | $8.7M | 2.73% | 519,128 | — | — | |
| ▸ 6 | ASG | SH | $8.4M | 2.62% | 1,527,646 | — | — | |
| ▸ 7 | FFA | SH | $7.4M | 2.30% | 328,741 | — | — | |
| ▸ 8 | XSORX | SH | $7.1M | 2.22% | 153,966 | — | — | |
| ▸ 9 | ETB | SH | $6.8M | 2.13% | 437,829 | — | — | |
| ▸ 10 | EOI | SH | $6.1M | 1.91% | 309,881 | — | — |
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Frequently Asked Questions
What stocks does Shaker Financial Services, LLC hold as of Q2 2026?
Shaker Financial Services, LLC reported 148 positions worth $319.2M in its Q2 2026 13F filing. Largest positions: GAB (3.7%), RVT (3.5%), USA (3.0%), SPE (2.8%) and JCE (2.7%).
What did Shaker Financial Services, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Shaker Financial Services, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.