SFS
CET

Shaker Financial Services’s Central Securities Corp CET Stock Holding History

Shaker Financial Services’s Portfolio CET Stock Details CET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41M Buy
26,884
+1,765
+7% +$92.8K 0.44% 74
2026
Q1 		$1.25M Sell
25,119
-82,601
-77% -$4.25M 0.43% 79
2025
Q4 		$5.46M Sell
107,720
-25,185
-19% -$1.27M 1.73% 10
2025
Q3 		$6.83M Sell
132,905
-78,817
-37% -$3.9M 2.34% 7
2025
Q2 		$10.1M Buy
211,722
+30,909
+17% +$1.4M 3.67% 1
2025
Q1 		$8.13M Buy
180,813
+13,172
+8% +$611K 3.16% 1
2024
Q4 		$7.66M Buy
167,641
+28,288
+20% +$1.32M 2.93% 2
2024
Q3 		$6.39M Buy
139,353
+75,646
+119% +$3.35M 2.41% 6
2024
Q2 		$2.8M Sell
63,707
-81,233
-56% -$3.43M 1.13% 29
2024
Q1 		$6.05M Sell
144,940
-65,830
-31% -$2.55M 2.34% 5
2023
Q4 		$7.96M Buy
210,770
+2,884
+1% +$105K 3.27% 2
2023
Q3 		$7.37M Buy
207,886
+13,563
+7% +$493K 3.43% 3
2023
Q2 		$7.09M Buy
194,323
+26,771
+16% +$938K 3.1% 3
2023
Q1 		$5.83M Buy
167,552
+4,929
+3% +$172K 2.55% 5
2022
Q4 		$5.43M Buy
162,623
+3,791
+2% +$132K 2.54% 6
2022
Q3 		$5.36M Buy
158,832
+100,543
+172% +$3.63M 2.65% 6
2022
Q2 		$2.05M Buy
58,289
+8,360
+17% +$318K 1% 33
2022
Q1 		$2.07M Sell
49,929
-21,026
-30% -$873K 0.78% 43
2021
Q4 		$3.16M Sell
70,955
-98,429
-58% -$4.19M 1.12% 24
2021
Q3 		$7.16M Buy
169,384
+1,877
+1% +$79.5K 2.86% 4
2021
Q2 		$7.07M Sell
167,507
-12,283
-7% -$496K 2.62% 3
2021
Q1 		$6.82M Sell
179,790
-4,573
-2% -$162K 2.71% 2
2020
Q4 		$6.02M Buy
184,363
+33,429
+22% +$1.01M 2.51% 2
2020
Q3 		$4.38M Buy
150,934
+68,430
+83% +$2M 2.34% 7
2020
Q2 		$2.38M Buy
82,504
+51,936
+170% +$1.47M 1.31% 25
2020
Q1 		$789K Sell
30,568
-144,613
-83% -$4.44M 0.53% 64
2019
Q4 		$5.8M Sell
175,181
-26,695
-13% -$860K 2.66% 5
2019
Q3 		$6.34M Sell
201,876
-13,290
-6% -$410K 3.23% 5
2019
Q2 		$6.57M Sell
215,166
-47,143
-18% -$1.39M 3.41% 3
2019
Q1 		$7.51M Sell
262,309
-5,182
-2% -$141K 3.81% 1
2018
Q4 		$6.64M Sell
267,491
-34,559
-11% -$922K 3.75% 2
2018
Q3 		$8.91M Sell
302,050
-2,666
-0.9% -$76.9K 4.27% 4
2018
Q2 		$8.49M Buy
304,716
+14,120
+5% +$389K 4.18% 5
2018
Q1 		$7.75M Sell
290,596
-28,683
-9% -$787K 3.74% 1
2017
Q4 		$8.75M Sell
319,279
-55,459
-15% -$1.48M 4.14% 2
2017
Q3 		$9.69M Buy
374,738
+104,747
+39% +$2.65M 5.13% 1
2017
Q2 		$6.73M Sell
269,991
-46,351
-15% -$1.15M 3.79% 2
2017
Q1 		$7.58M Sell
316,342
-6,259
-2% -$144K 4.3% 2
2016
Q4 		$7.03M Buy
322,601
+81,518
+34% +$1.73M 4.16% 1
2016
Q3 		$5.12M Buy
241,083
+42,819
+22% +$880K 3.36% 3
2016
Q2 		$3.89M Buy
198,264
+62,868
+46% +$1.23M 2.7% 8
2016
Q1 		$2.59M Buy
135,396
+55,802
+70% +$1.01M 1.88% 22
2015
Q4 		$1.51M Buy
79,594
+947
+1% +$19K 1.05% 36
2015
Q3 		$1.55M Sell
78,647
-28,834
-27% -$589K 1.17% 32
2015
Q2 		$2.29M Buy
107,481
+19,077
+22% +$416K 1.43% 27
2015
Q1 		$1.93M Sell
88,404
-7,045
-7% -$153K 1.2% 32
2014
Q4 		$2.1M Buy
95,449
+4,238
+5% +$94.5K 1.34% 24
2014
Q3 		$2.1M Sell
91,211
-5,113
-5% -$120K 1.36% 28
2014
Q2 		$2.26M Buy
96,324
+10,461
+12% +$236K 1.37% 18
2014
Q1 		$1.92M Sell
85,863
-21,096
-20% -$459K 1.26% 26
2013
Q4 		$2.32M Buy
106,959
+53,890
+102% +$1.22M 1.62% 12
2013
Q3 		$1.24M Sell
53,069
-79,370
-60% -$1.8M 0.92% 36
2013
Q2 		$2.79M Buy
+132,439
New +$2.76M 2.06% 6

Other funds holding CET

UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ARA
Approach Retirement Advisors Vestavia, Alabama $138M AUM
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Shaker Financial Services's CET Position: Q2 2026 in Review

Shaker Financial Services increased its Central Securities Corp (CET) stake by 7% in Q2 2026, buying an estimated $92.8K and bringing the position to 26,884 shares worth $1.41M. The position accounts for 0.44% of the portfolio, ranked #74.

Shaker Financial Services first reported a position in CET in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.1M in Q2 2025. 20 funds tracked by Wall St. Rank hold CET as of Q2 2026.

  • Shaker Financial Services held 26,884 shares of Central Securities Corp worth $1.41M as of Q2 2026.
  • Shaker Financial Services bought 1,765 Central Securities Corp shares in Q2 2026, an estimated $92.8K.
  • Central Securities Corp made up 0.44% of Shaker Financial Services's portfolio in Q2 2026, its #74 holding.
  • Shaker Financial Services first reported a position in Central Securities Corp in Q2 2013 and has held it in 53 quarters since.
  • Shaker Financial Services's Central Securities Corp position peaked at $10.1M in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Central Securities Corp as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.