Shaker Financial Services, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's principal business address as 1100 N. Glebe Rd. Suite 1010, Arlington, VA 22201, and identifies Robert Shaker as the Chief Compliance Officer.
The report details a portfolio of 144 equity securities held by the firm. The filing includes a comprehensive list of the issuers, with holdings ranging from major asset managers and bond funds to equity ETFs and closed-end funds. Notable positions include significant stakes in BlackRock funds, such as BlackRock Enhanced Equity DI COM and BlackRock Enhanced Global COM, as well as substantial holdings in Eaton Vance tax-managed strategies and PIMCO income funds.
The filing also lists several emerging market and international equity funds, including ABRDN Emerging Markets Ex Ch COM, Ares Dynamic CR Allocation F COM, and Vanguard International Equity Index F FTSE EMR MKT ETF. Additionally, the report includes a variety of high-income and fixed-income strategies, such as Nuveen Floating Rate Income COM, PGIM High Yield Bond Fund IN COM, and Western Asset High Income FD COM.
