SFS
GAM

Shaker Financial Services’s General American Investors Company GAM Stock Holding History

Shaker Financial Services’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.18M Buy
81,300
+74,613
+1,116% +$4.73M 1.62% 15
2026
Q1 		$391K Sell
6,687
-22,500
-77% -$1.36M 0.14% 120
2025
Q4 		$1.71M Buy
+29,187
New +$1.77M 0.54% 74
2025
Q3 		– Sell
-109,796
Closed -$6.15M – 160
2025
Q2 		$6.15M Sell
109,796
-48,832
-31% -$2.55M 2.23% 9
2025
Q1 		$7.99M Buy
+158,628
New +$8.17M 3.11% 2
2024
Q3 		– Sell
-108,528
Closed -$5.4M – 164
2024
Q2 		$5.4M Buy
108,528
+32,065
+42% +$1.52M 2.18% 6
2024
Q1 		$3.56M Buy
76,463
+21,128
+38% +$935K 1.38% 19
2023
Q4 		$2.38M Sell
55,335
-66,507
-55% -$2.76M 0.98% 39
2023
Q3 		$5.01M Buy
121,842
+4,947
+4% +$206K 2.34% 7
2023
Q2 		$4.88M Buy
116,895
+10,487
+10% +$417K 2.13% 7
2023
Q1 		$4.14M Sell
106,408
-18,530
-15% -$704K 1.81% 10
2022
Q4 		$4.52M Buy
124,938
+11,232
+10% +$407K 2.11% 8
2022
Q3 		$3.85M Sell
113,706
-38,542
-25% -$1.43M 1.9% 11
2022
Q2 		$5.38M Sell
152,248
-40,155
-21% -$1.53M 2.62% 6
2022
Q1 		$8.17M Buy
192,403
+82,667
+75% +$3.43M 3.08% 3
2021
Q4 		$4.85M Sell
109,736
-64,539
-37% -$2.84M 1.71% 10
2021
Q3 		$7.5M Sell
174,275
-12,808
-7% -$563K 3% 3
2021
Q2 		$8.12M Buy
187,083
+96,539
+107% +$4.1M 3.01% 1
2021
Q1 		$3.61M Buy
90,544
+80,914
+840% +$3.1M 1.44% 16
2020
Q4 		$358K Sell
9,630
-19,005
-66% -$674K 0.15% 133
2020
Q3 		$972K Sell
28,635
-26,529
-48% -$898K 0.52% 66
2020
Q2 		$1.75M Buy
55,164
+43,856
+388% +$1.33M 0.97% 34
2020
Q1 		$310K Sell
11,308
-946
-8% -$32.8K 0.21% 121
2019
Q4 		$462K Sell
12,254
-108,618
-90% -$4M 0.21% 97
2019
Q3 		$4.39M Sell
120,872
-221
-0.2% -$7.96K 2.24% 11
2019
Q2 		$4.3M Buy
121,093
+39,701
+49% +$1.37M 2.23% 11
2019
Q1 		$2.71M Buy
81,392
+16,965
+26% +$537K 1.37% 23
2018
Q4 		$1.83M Sell
64,427
-112,778
-64% -$3.69M 1.03% 34
2018
Q3 		$6.55M Sell
177,205
-108,001
-38% -$3.89M 3.14% 5
2018
Q2 		$9.79M Buy
285,206
+82,551
+41% +$2.83M 4.83% 1
2018
Q1 		$6.78M Buy
202,655
+64,233
+46% +$2.23M 3.28% 5
2017
Q4 		$4.76M Sell
138,422
-109,528
-44% -$3.81M 2.25% 10
2017
Q3 		$8.93M Buy
247,950
+68,494
+38% +$2.39M 4.73% 3
2017
Q2 		$6.16M Buy
179,456
+34,056
+23% +$1.16M 3.47% 4
2017
Q1 		$4.87M Buy
+145,400
New +$4.78M 2.76% 5
2016
Q4 		– Sell
-152,947
Closed -$4.99M – 124
2016
Q3 		$4.99M Buy
152,947
+4,945
+3% +$161K 3.28% 4
2016
Q2 		$4.56M Buy
148,002
+73,991
+100% +$2.3M 3.17% 4
2016
Q1 		$2.31M Buy
+74,011
New +$2.16M 1.68% 24
2015
Q4 		– Sell
-121,112
Closed -$3.75M – 110
2015
Q3 		$3.75M Buy
121,112
+53,071
+78% +$1.77M 2.81% 7
2015
Q2 		$2.37M Buy
+68,041
New +$2.41M 1.48% 25
2014
Q4 		– Sell
-90,007
Closed -$3.34M – 146
2014
Q3 		$3.34M Sell
90,007
-23,920
-21% -$893K 2.16% 8
2014
Q2 		$4.2M Buy
113,927
+70,525
+162% +$2.52M 2.55% 5
2014
Q1 		$1.53M Buy
43,402
+34,185
+371% +$1.18M 1% 35
2013
Q4 		$324K Buy
9,217
+1,270
+16% +$44.1K 0.23% 115
2013
Q3 		$271K Sell
7,947
-13,026
-62% -$435K 0.2% 135
2013
Q2 		$670K Buy
+20,973
New +$669K 0.49% 69

Other funds holding GAM

NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

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

Shaker Financial Services increased its General American Investors Company (GAM) stake by 1,116% in Q2 2026, buying an estimated $4.73M and bringing the position to 81,300 shares worth $5.18M. The position accounts for 1.62% of the portfolio, ranked #15.

Shaker Financial Services first reported a position in GAM in Q2 2013 and has held it in 46 quarters since. The position peaked at $9.79M in Q2 2018. 15 funds tracked by Wall St. Rank hold GAM as of Q2 2026.

  • Shaker Financial Services held 81,300 shares of General American Investors Company worth $5.18M as of Q2 2026.
  • Shaker Financial Services bought 74,613 General American Investors Company shares in Q2 2026, an estimated $4.73M.
  • General American Investors Company made up 1.62% of Shaker Financial Services's portfolio in Q2 2026, its #15 holding.
  • Shaker Financial Services first reported a position in General American Investors Company in Q2 2013 and has held it in 46 quarters since.
  • Shaker Financial Services's General American Investors Company position peaked at $9.79M in Q2 2018.
  • 15 funds tracked by Wall St. Rank held General American Investors Company as of Q2 2026.

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