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LifeSteps Financial’s Shake Shack SHAK Stock Holding History

LifeSteps Financial’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
Q2 		$5.88K Buy
+105
New +$7.91K ﹤0.01% 505

Other funds holding SHAK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

LifeSteps Financial's SHAK Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Shake Shack (SHAK) in Q2 2026: 105 shares worth $5.88K. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings.

74 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • LifeSteps Financial held 105 shares of Shake Shack worth $5.88K as of Q2 2026.
  • Shake Shack was a new LifeSteps Financial position in Q2 2026.
  • Shake Shack made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #505 holding.
  • 74 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.