Legacy Bridge
SHAK icon

Legacy Bridge’s Shake Shack SHAK Stock Holding History

Legacy Bridge’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.76K Hold
30
– – ﹤0.01% 315
2026
Q2 		$1.68K Hold
30
– – ﹤0.01% 313
2026
Q1 		$2.66K Hold
30
– – ﹤0.01% 306
2025
Q4 		$2.44K Hold
30
– – ﹤0.01% 410
2025
Q3 		$2.81K Hold
30
– – ﹤0.01% 285
2025
Q2 		$4.22K Hold
30
– – ﹤0.01% 267
2025
Q1 		$2.65K Hold
30
– – ﹤0.01% 271
2024
Q4 		$3.89K Buy
+30
New +$3.68K ﹤0.01% 278

Other funds holding SHAK

Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Legacy Bridge's SHAK Position: Q3 2026 in Review

Legacy Bridge held its Shake Shack (SHAK) position steady in Q3 2026 at 30 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Legacy Bridge first reported a position in SHAK in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.22K in Q2 2025. 149 funds tracked by Wall St. Rank hold SHAK as of Q3 2026.

  • Legacy Bridge held 30 shares of Shake Shack worth $1.76K as of Q3 2026.
  • Legacy Bridge left its Shake Shack share count unchanged in Q3 2026.
  • Shake Shack made up ﹤0.01% of Legacy Bridge's portfolio in Q3 2026, its #315 holding.
  • Legacy Bridge first reported a position in Shake Shack in Q4 2024 and has held it in 8 quarters since.
  • Legacy Bridge's Shake Shack position peaked at $4.22K in Q2 2025.
  • 149 funds tracked by Wall St. Rank held Shake Shack as of Q3 2026.

Based on Legacy Bridge's 13F filing for Q3 2026, filed 28 Oct 2026.