Shaker Financial Services
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Shaker Financial Services’s Gabelli Equity Trust GAB Stock Holding History

Shaker Financial Services’s Portfolio GAB Stock Details GAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.96M Sell
1,518,357
-554,812
-27% -$3.11M 2.62% 4
2026
Q2 		$11.7M Buy
+2,073,169
New +$11.6M 3.68% 1
2025
Q1 		– Sell
-60,643
Closed -$326K – 164
2024
Q4 		$326K Sell
60,643
-592,010
-91% -$3.28M 0.13% 146
2024
Q3 		$3.58M Buy
652,653
+525,502
+413% +$2.84M 1.35% 23
2024
Q2 		$661K Sell
127,151
-315,948
-71% -$1.7M 0.27% 99
2024
Q1 		$2.45M Sell
443,099
-37,315
-8% -$198K 0.95% 38
2023
Q4 		$2.44M Buy
+480,414
New +$2.41M 1% 38
2022
Q1 		– Sell
-61,098
Closed -$439K – 162
2021
Q4 		$439K Sell
61,098
-160,711
-72% -$1.13M 0.16% 123
2021
Q3 		$1.48M Sell
221,809
-66,362
-23% -$450K 0.59% 60
2021
Q2 		$1.99M Buy
+288,171
New +$2.02M 0.74% 50
2019
Q1 		– Sell
-64,449
Closed -$321K – 128
2018
Q4 		$321K Sell
64,449
-296,363
-82% -$1.7M 0.18% 98
2018
Q3 		$2.28M Buy
+360,812
New +$2.28M 1.1% 28
2017
Q1 		– Sell
-184,857
Closed -$990K – 119
2016
Q4 		$990K Buy
+184,857
New +$979K 0.59% 58
2016
Q1 		– Sell
-473,846
Closed -$2.44M – 97
2015
Q4 		$2.44M Sell
473,846
-98,895
-17% -$530K 1.69% 22
2015
Q3 		$2.9M Buy
572,741
+101,944
+22% +$579K 2.17% 16
2015
Q2 		$2.86M Sell
470,797
-45,596
-9% -$287K 1.78% 20
2015
Q1 		$3.26M Buy
516,393
+86,956
+20% +$548K 2.02% 10
2014
Q4 		$2.69M Buy
+429,437
New +$2.74M 1.72% 17

Other funds holding GAB

Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Accel Wealth Management
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Shaker Financial Services's GAB Position: Q3 2026 in Review

Shaker Financial Services reduced its Gabelli Equity Trust (GAB) stake by 27% in Q3 2026, selling an estimated $3.11M and leaving 1,518,357 shares worth $7.96M. The position accounts for 2.62% of the portfolio, ranked #4.

Shaker Financial Services first reported a position in GAB in Q4 2014 and has held it in 18 quarters since. The position peaked at $11.7M in Q2 2026. 39 funds tracked by Wall St. Rank hold GAB as of Q3 2026.

  • Shaker Financial Services held 1,518,357 shares of Gabelli Equity Trust worth $7.96M as of Q3 2026.
  • Shaker Financial Services sold 554,812 Gabelli Equity Trust shares in Q3 2026, an estimated $3.11M.
  • Gabelli Equity Trust made up 2.62% of Shaker Financial Services's portfolio in Q3 2026, its #4 holding.
  • Shaker Financial Services first reported a position in Gabelli Equity Trust in Q4 2014 and has held it in 18 quarters since.
  • Shaker Financial Services's Gabelli Equity Trust position peaked at $11.7M in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.