Shaker Financial Services, LLC
All 13F Filings
- Location
- Arlington, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 319,236
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 148 | 319,236 | 13F-HR | Shaker Financial Services, LLC |
| Q1 2026 | 5/12/2026 | 145 | 286,904 | 13F-HR | Shaker Financial Services, LLC |
| Q4 2025 | 1/26/2026 | 165 | 315,471 | 13F-HR | Shaker Financial Services, LLC |
| Q3 2025 | 10/22/2025 | 149 | 291,609 | 13F-HR | Shaker Financial Services, LLC |
| Q2 2025 | 8/5/2025 | 147 | 275,766 | 13F-HR | Shaker Financial Services, LLC |
| Q2 2014 | 8/4/2014 | 153 | 164,476 | 13F-HR | Shaker Financial Services, LLC |
| Q1 2014 | 5/7/2014 | 135 | 152,255 | 13F-HR | Shaker Financial Services, LLC |
| Q4 2013 | 2/6/2014 | 155 | 143,719 | 13F-HR | Shaker Financial Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 307.3 K | 96.3% | 25.81 K | 0 | 25.81 K |
| ETFs | 11.93 K | 3.7% | 6.519 K | 0 | 6.519 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
319,236
Holdings
148
QoQ value change ($000)
32,332
(11.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.