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Shaker Financial Services’s Mexico Fund MXF Stock Holding History

Shaker Financial Services’s Portfolio MXF Stock Details MXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$297K Hold
14,588
– – 0.1% 133
2026
Q2 		$319K Sell
14,588
-5,500
-27% -$120K 0.1% 126
2026
Q1 		$420K Buy
20,088
+5,500
+38% +$117K 0.15% 116
2025
Q4 		$294K Hold
14,588
– – 0.09% 156
2025
Q3 		$287K Hold
14,588
– – 0.1% 132
2025
Q2 		$256K Hold
14,588
– – 0.09% 132
2025
Q1 		$208K Sell
14,588
-3,201
-18% -$45K 0.08% 145
2024
Q4 		$235K Sell
17,789
-6,427
-27% -$90.4K 0.09% 161
2024
Q3 		$365K Sell
24,216
-2,000
-8% -$31.1K 0.14% 131
2024
Q2 		$419K Hold
26,216
– – 0.17% 118
2024
Q1 		$504K Hold
26,216
– – 0.2% 111
2023
Q4 		$500K Sell
26,216
-2,214
-8% -$37.2K 0.21% 108
2023
Q3 		$468K Hold
28,430
– – 0.22% 107
2023
Q2 		$477K Buy
28,430
+4,306
+18% +$72K 0.21% 112
2023
Q1 		$411K Hold
24,124
– – 0.18% 119
2022
Q4 		$356K Buy
+24,124
New +$351K 0.17% 117
2021
Q4 		– Sell
-13,861
Closed -$206K – 175
2021
Q3 		$206K Hold
13,861
– – 0.08% 133
2021
Q2 		$211K Buy
+13,861
New +$208K 0.08% 144

Other funds holding MXF

HWP
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Shaker Financial Services held its Mexico Fund (MXF) position steady in Q3 2026 at 14,588 shares worth $297K. The position accounts for 0.1% of the portfolio, ranked #133.

Shaker Financial Services first reported a position in MXF in Q2 2021 and has held it in 18 quarters since. The position peaked at $504K in Q1 2024. 4 funds tracked by Wall St. Rank hold MXF as of Q3 2026.

  • Shaker Financial Services held 14,588 shares of Mexico Fund worth $297K as of Q3 2026.
  • Shaker Financial Services left its Mexico Fund share count unchanged in Q3 2026.
  • Mexico Fund made up 0.1% of Shaker Financial Services's portfolio in Q3 2026, its #133 holding.
  • Shaker Financial Services first reported a position in Mexico Fund in Q2 2021 and has held it in 18 quarters since.
  • Shaker Financial Services's Mexico Fund position peaked at $504K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Mexico Fund as of Q3 2026.

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