Shaker Financial Services, LLC
- SEC CIK
- 0001511794
- Latest filing
- Jul 15, 2026
BWG holding history
BrandywineGLOBAL-Global Income Opportunities Fund Inc in every 13F filed by Shaker Financial Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BWG overviewAll 13F holders of BWGFull Q2 2026 holdings
- Shares (Q2 2026)
- 473,763
- Value
- $3.76M
- % of portfolio
- 1.2%
- Quarters held
- 14
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 473,763 | $3.76M | 1.2% | +77,768+19.6% | Added | Holders |
| Q1 2026 | 395,995 | $3.04M | 1.1% | +87,703+28.4% | Added | Holders |
| Q4 2025 | 308,292 | $2.58M | 0.8% | −41,682−11.9% | Reduced | Holders |
| Q3 2025 | 349,974 | $3.07M | 1.1% | −32,494−8.5% | Reduced | Holders |
| Q2 2025 | 382,468 | $3.21M | 1.2% | +133,608+53.7% | Added | Holders |
| Q1 2025 | 248,860 | $2.10M | 0.8% | +23,473+10.4% | Added | Holders |
| Q4 2024 | 225,387 | $1.80M | 0.7% | −34,894−13.4% | Reduced | Holders |
| Q3 2024 | 260,281 | $2.32M | 0.9% | +16,666+6.8% | Added | Holders |
| Q2 2024 | 243,615 | $2.03M | 0.8% | +21,175+9.5% | Added | Holders |
| Q1 2024 | 222,440 | $1.90M | 0.7% | +71,381+47.3% | Added | Holders |
| Q4 2023 | 151,059 | $1.26M | 0.5% | +64,818+75.2% | Added | Holders |
| Q3 2023 | 86,241 | $654.4K | 0.3% | −2,755−3.1% | Reduced | Holders |
| Q2 2023 | 88,996 | $722.5K | 0.3% | +25,829+40.9% | Added | Holders |
| Q1 2023 | 63,167 | $507.7K | 0.2% | +63,167 | New | Holders |