SFS
MMT

Shaker Financial Services’s Aberdeen Multi-Market Income Fund MMT Stock Holding History

Shaker Financial Services’s Portfolio MMT Stock Details MMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.29M Buy
+746,733
New +$3.38M 1.03% 34
2026
Q1 		– Sell
-227,371
Closed -$1.06M – 169
2025
Q4 		$1.06M Sell
227,371
-7,355
-3% -$34.6K 0.34% 98
2025
Q3 		$1.12M Buy
234,726
+9,345
+4% +$44K 0.38% 80
2025
Q2 		$1.06M Sell
225,381
-83,674
-27% -$383K 0.38% 80
2025
Q1 		$1.44M Buy
309,055
+39,554
+15% +$184K 0.56% 65
2024
Q4 		$1.26M Sell
269,501
-16,595
-6% -$78.6K 0.48% 68
2024
Q3 		$1.39M Buy
286,096
+33,239
+13% +$158K 0.53% 56
2024
Q2 		$1.18M Buy
252,857
+22,331
+10% +$103K 0.48% 62
2024
Q1 		$1.07M Buy
230,526
+14,899
+7% +$68.6K 0.41% 77
2023
Q4 		$981K Buy
215,627
+7,438
+4% +$32.3K 0.4% 79
2023
Q3 		$887K Buy
208,189
+126,869
+156% +$564K 0.41% 79
2023
Q2 		$367K Sell
81,320
-150,964
-65% -$684K 0.16% 121
2023
Q1 		$1.05M Buy
232,284
+44,264
+24% +$205K 0.46% 68
2022
Q4 		$848K Buy
188,020
+6,266
+3% +$27.5K 0.4% 78
2022
Q3 		$769K Buy
181,754
+12,664
+7% +$58.8K 0.38% 76
2022
Q2 		$771K Sell
169,090
-146,566
-46% -$706K 0.38% 73
2022
Q1 		$1.68M Buy
+315,656
New +$1.76M 0.63% 56
2021
Q3 		– Sell
-25,740
Closed -$161K – 159
2021
Q2 		$161K Buy
+25,740
New +$165K 0.06% 151
2021
Q1 		– Sell
-51,234
Closed -$313K – 177
2020
Q4 		$313K Sell
51,234
-135,075
-73% -$800K 0.13% 136
2020
Q3 		$1.05M Buy
186,309
+133,081
+250% +$774K 0.56% 60
2020
Q2 		$297K Sell
53,228
-293,307
-85% -$1.61M 0.16% 129
2020
Q1 		$1.74M Buy
+346,535
New +$2.01M 1.18% 22
2019
Q3 		– Sell
-68,354
Closed -$399K – 143
2019
Q2 		$399K Sell
68,354
-56,856
-45% -$324K 0.21% 95
2019
Q1 		$711K Buy
+125,210
New +$694K 0.36% 74
2018
Q2 		– Sell
-33,021
Closed -$191K – 131
2018
Q1 		$191K Buy
+33,021
New +$194K 0.09% 102
2017
Q4 		– Sell
-19,160
Closed -$120K – 134
2017
Q3 		$120K Buy
+19,160
New +$119K 0.06% 97
2016
Q4 		– Sell
-30,000
Closed -$183K – 129
2016
Q3 		$183K Buy
+30,000
New +$184K 0.12% 104
2016
Q1 		– Sell
-76,643
Closed -$422K – 107
2015
Q4 		$422K Buy
+76,643
New +$436K 0.29% 77
2014
Q4 		– Sell
-11,070
Closed -$71K – 155
2014
Q3 		$71K Sell
11,070
-5,000
-31% -$32.5K 0.05% 132
2014
Q2 		$107K Sell
16,070
-39,693
-71% -$263K 0.07% 148
2014
Q1 		$364K Buy
+55,763
New +$361K 0.24% 110
2013
Q4 		– Sell
-11,600
Closed -$77K – 175
2013
Q3 		$77K Buy
+11,600
New +$75.1K 0.06% 156

Other funds holding MMT

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Shaker Financial Services opened a new position in Aberdeen Multi-Market Income Fund (MMT) in Q2 2026: 746,733 shares worth $3.29M. The stake represents 1.03% of the portfolio and ranks #34 among its holdings. This is a return to the name: Shaker Financial Services previously reported a position in MMT as recently as Q4 2025.

Shaker Financial Services first reported a position in MMT in Q3 2013 and has held it in 32 quarters since. 15 funds tracked by Wall St. Rank hold MMT as of Q2 2026.

  • Shaker Financial Services held 746,733 shares of Aberdeen Multi-Market Income Fund worth $3.29M as of Q2 2026.
  • Aberdeen Multi-Market Income Fund was a new Shaker Financial Services position in Q2 2026.
  • Aberdeen Multi-Market Income Fund made up 1.03% of Shaker Financial Services's portfolio in Q2 2026, its #34 holding.
  • Shaker Financial Services first reported a position in Aberdeen Multi-Market Income Fund in Q3 2013 and has held it in 32 quarters since.
  • 15 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q2 2026.

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