Shaker Financial Services
$319M 13F equity value
170 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Shaker Financial Services covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GAB | GABELLI EQUITY TR INC | 2,073,169 | $12M | 3.7% |
| RVT | ROYCE SMALL CAP TRUST INC | 605,745 | $11M | 3.5% |
| USA | LIBERTY ALL STAR EQUITY FD | 1,646,776 | $10M | 3.0% |
| SPE | SPECIAL OPPORTUNITIES FD INC | 664,992 | $9M | 2.8% |
| JCE | NUVEEN CORE EQUITY ALPHA FD | 519,128 | $9M | 2.7% |
| ASG | LIBERTY ALL-STAR GROWTH FD I | 1,527,646 | $8M | 2.6% |
| FFA | FIRST TR ENHANCED EQUITY | 328,741 | $7M | 2.3% |
| SOR | SOURCE CAPITAL | 153,966 | $7M | 2.2% |
| ETB | EATON VANCE TAX MNGED BUY WR | 437,829 | $7M | 2.1% |
| EOI | EATON VANCE ENHANCED EQUITY | 309,881 | $6M | 1.9% |
Track Shaker Financial Services's 13F portfolio: $319M in reported holdings, 170 positions. Top holdings and quarterly changes on SentiSense.
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