Shaker Financial Services, LLC
Position in STK — Columbia Seligman Premium Technology Growth Fund, Inc.
CIK 1511794
Arlington, VA
Position in STK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$850,337
-$2,977,103 QoQ
Shares Held
15,785
-84.4% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#7
of 28 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Shaker Financial Services, LLC holds $305,199,317 across 140 Asset Management names. STK ranks #89 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GAB |
Gabelli Equity Trust Inc
|
2,073,169 | $11,734,136 | |
| 2 | RVT |
Royce Small-Cap Trust, Inc.
|
605,745 | $11,188,110 | |
| 3 | USA |
Liberty All Star Equity Fund
|
1,646,776 | $9,567,768 | |
| 4 | SPE |
Special Opportunities Fund, Inc.
|
664,992 | $8,957,442 | |
| 5 | JCE |
Nuveen Core Equity Alpha Fund
|
519,128 | $8,492,934 | |
| 6 | ASG |
Liberty All Star Growth Fund Inc.
|
1,527,646 | $8,356,223 | |
| 7 | FFA |
First Trust Enhanced Equity Income Fund
|
328,741 | $7,350,648 | |
| 8 | SOR |
Source Capital /De/
|
153,966 | $7,077,817 |
All Filings in STK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $850,337 | 15,785 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,827,440 | 100,908 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,975,096 | 80,867 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,847,569 | 80,622 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $394,995 | 12,989 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $783,244 | 27,993 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,161,896 | 67,665 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,251,599 | 67,232 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,000,830 | 30,064 | Shares | Sole | 2024-08-02 | |
| 2022-06-30 | $307,756 | 12,271 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,337,895 | 41,679 | Shares | Sole | 2022-05-06 | |
| 2021-09-30 | $979,011 | 29,694 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $2,467,835 | 78,996 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,083,404 | 113,194 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,846,859 | 84,370 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||