Shaker Financial Services, LLC - Q32026 Holdings

Shaker Financial Services, LLC holds 144 stocks with a total portfolio value of $ 303.14M as of Q32026. In Q32026, Shaker Financial Services, LLC added 19 new positions, increased stakes in 58 stocks, reduced 61 holdings, and fully exited 23 positions. The largest holding is Royce Small Cap Trust Inc (RVT), representing 2.90% of the total portfolio.