Shaker Financial Services, LLC
CIK
0001511794
City
Arlington
State / Country
VA
Holdings in NFJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,859,891 | 221,869 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $620,850 | 47,721 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $205,567 | 16,578 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $2,036,432 | 167,884 | Shares | Sole | 2025-05-09 |
| 2024-09-30 | $388,448 | 29,789 | Shares | Sole | 2024-10-31 |
| 2024-03-31 | $1,301,336 | 101,826 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $205,052 | 16,274 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $492,855 | 43,500 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $337,630 | 27,652 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $1,425,065 | 121,179 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $4,508,108 | 399,655 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $7,206,052 | 674,724 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $6,846,370 | 593,273 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $6,642,136 | 461,580 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $8,696,120 | 541,477 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $7,051,842 | 475,512 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $3,838,992 | 254,744 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $4,757,848 | 345,272 | Shares | Sole | 2021-05-14 |