Shaker Financial Services, LLC STK — COLUMBIA SELIGM PREM TECH GR COM

Ownership history in Shaker Financial Services, LLC  ·  26 quarters on record

AI Ownership Summary

Shaker Financial Services, LLC reported COLUMBIA SELIGM PREM TECH GR COM (STK) in 26 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.33% in 2026 Q1. The latest visible filing shows STK at 1.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Shaker Financial Services, LLC's position in COLUMBIA SELIGM PREM TECH GR COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STK was reported at 1.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.33% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STK stock page Shaker Financial Services, LLC fund profile Shaker Financial Services, LLC full holdings
How Shaker Financial Services, LLC held STK — position size vs. price
% of Fund (quarterly)    STK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 100,908 +20,041 +24.8% 1.33% $3.8M 2026-05-12 $50.74
2025 Q4 ADDED — — — 80,867 +245 +0.3% 0.94% $3.0M 2026-01-26 $38.54
2025 Q3 ADDED — — — 80,622 +67,633 +520.7% 0.98% $2.8M 2025-10-22 $34.24
2025 Q2 REDUCED 53.6% +16.8% ❌ 12,989 -15,004 -53.6% 0.14% $395K 2025-08-05 $28.61
2025 Q1 REDUCED 58.6% +10.4% ❌ 27,993 -39,672 -58.6% 0.30% $783K 2025-05-09 $26.14
2024 Q4 ADDED — — — 67,665 +433 +0.6% 0.83% $2.2M 2025-02-13 $29.86
2024 Q3 ADDED — — — 67,232 +37,168 +123.6% 0.85% $2.3M 2024-10-31 $26.50
2024 Q2 ADDED — — — 30,064 +17,793 +145.0% 0.40% $1.0M 2024-08-02 $24.83
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding STK

As of 2026 Q1 — sorted by position size

PMG Family Office LLC 3.25% Advisory Advocates, LLC 1.25% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 0.85% Smith Asset Management Co., LLC 0.52% David J Yvars Group 3Y 0.39% Compass Planning Associates Inc 0.25% Alteri Wealth LLC 0.22% Karpus Management, Inc. 3Y 7Y 0.22% Aviance Capital Partners, LLC 3Y 7Y 0.2% LAUREL OAK WEALTH MANAGEMENT, LLC 0.14%

FAQ About Shaker Financial Services, LLC and STK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Shaker Financial Services, LLC reported owning STK?

Shaker Financial Services, LLC reported STK across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported STK position in Shaker Financial Services, LLC's portfolio?

The largest reported portfolio weight for STK was 1.33% in 2026 Q1.

What is the latest reported STK position on this page?

The most recent filing on this page is 2026 Q1, when Shaker Financial Services, LLC reported 100,908 shares, equal to 1.33% of portfolio, with an estimated market value of $3.8M.

What does the chart on this STK ownership page compare?

The chart compares Shaker Financial Services, LLC's quarterly STK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Shaker Financial Services, LLC time their STK position?

Based on 13F filing dates vs. subsequent STK price moves, Shaker Financial Services, LLC correctly timed 15 out of 25 reported position changes (60%). The annualised alpha on STK relative to SPY over the holding period was +9.7%.

← Back to Shaker Financial Services, LLC Holdings