Shaker Financial Services, LLC
Holdings in PFN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $793,500 | 105,800 | Shares | Sole | 2026-01-26 |
| 2025-06-30 | $382,196 | 51,718 | Shares | Sole | 2025-08-05 |
| 2024-09-30 | $97,726 | 12,825 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $106,467 | 14,849 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $141,740 | 19,000 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $3,348,444 | 463,132 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $1,767,405 | 268,195 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $1,593,734 | 221,045 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $1,170,896 | 163,305 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $3,189,991 | 451,201 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $1,518,285 | 219,723 | Shares | Sole | 2022-11-09 |
| 2022-03-31 | $169,503 | 19,528 | Shares | Sole | 2022-05-06 |
| 2020-03-31 | $1,011,884 | 133,494 | Shares | Sole | 2020-05-01 |