SFS
OPP

Shaker Financial Services’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Shaker Financial Services’s Portfolio OPP Stock Details OPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$374K Sell
48,388
-71,323
-60% -$549K 0.12% 122
2026
Q1 		$918K Buy
119,711
+9,448
+9% +$73.8K 0.32% 93
2025
Q4 		$877K Buy
110,263
+49,792
+82% +$403K 0.28% 108
2025
Q3 		$516K Buy
60,471
+16,395
+37% +$141K 0.18% 107
2025
Q2 		$377K Buy
+44,076
New +$369K 0.14% 121
2025
Q1 		– Sell
-82,132
Closed -$685K – 177
2024
Q4 		$685K Sell
82,132
-33,487
-29% -$288K 0.26% 112
2024
Q3 		$1.04M Buy
115,619
+36,553
+46% +$321K 0.39% 77
2024
Q2 		$676K Sell
79,066
-199,157
-72% -$1.67M 0.27% 97
2024
Q1 		$2.37M Buy
278,223
+65,770
+31% +$544K 0.92% 40
2023
Q4 		$1.76M Sell
212,453
-15,529
-7% -$121K 0.72% 53
2023
Q3 		$1.78M Sell
227,982
-58,147
-20% -$483K 0.83% 43
2023
Q2 		$2.41M Sell
286,129
-23,047
-7% -$190K 1.05% 27
2023
Q1 		$2.62M Buy
+309,176
New +$2.67M 1.14% 27
2022
Q4 		– Sell
-15,180
Closed -$138K – 168
2022
Q3 		$138K Sell
15,180
-2,201
-13% -$23.3K 0.07% 148
2022
Q2 		$187K Sell
17,381
-44,348
-72% -$493K 0.09% 120
2022
Q1 		$760K Buy
+61,729
New +$820K 0.29% 92
2021
Q1 		– Sell
-83,904
Closed -$1.19M – 179
2020
Q4 		$1.19M Buy
83,904
+48,045
+134% +$668K 0.49% 68
2020
Q3 		$486K Buy
+35,859
New +$502K 0.26% 101
2020
Q2 		– Sell
-38,169
Closed -$483K – 167
2020
Q1 		$483K Buy
38,169
+23,996
+169% +$373K 0.33% 94
2019
Q4 		$230K Buy
+14,173
New +$237K 0.11% 125
2019
Q2 		– Sell
-19,466
Closed -$315K – 138
2019
Q1 		$315K Sell
19,466
-26,809
-58% -$441K 0.16% 100
2018
Q4 		$743K Buy
46,275
+30,248
+189% +$484K 0.42% 66
2018
Q3 		$268K Sell
16,027
-26,595
-62% -$460K 0.13% 106
2018
Q2 		$745K Sell
42,622
-10,853
-20% -$189K 0.37% 60
2018
Q1 		$941K Sell
53,475
-28,879
-35% -$515K 0.45% 66
2017
Q4 		$1.5M Buy
+82,354
New +$1.52M 0.71% 51

Other funds holding OPP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Shaker Financial Services reduced its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) stake by 60% in Q2 2026, selling an estimated $549K and leaving 48,388 shares worth $374K. The position accounts for 0.12% of the portfolio, ranked #122.

Shaker Financial Services first reported a position in OPP in Q4 2017 and has held it in 26 quarters since. The position peaked at $2.62M in Q1 2023. 60 funds tracked by Wall St. Rank hold OPP as of Q2 2026.

  • Shaker Financial Services held 48,388 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $374K as of Q2 2026.
  • Shaker Financial Services sold 71,323 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q2 2026, an estimated $549K.
  • RiverNorth/DoubleLine Strategic Opportunity Fund made up 0.12% of Shaker Financial Services's portfolio in Q2 2026, its #122 holding.
  • Shaker Financial Services first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2017 and has held it in 26 quarters since.
  • Shaker Financial Services's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $2.62M in Q1 2023.
  • 60 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q2 2026.

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