Shaker Financial Services, LLC
- SEC CIK
- 0001511794
- Latest filing
- Jul 15, 2026
HYI holding history
Western Asset High Yield Opportunity 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.
HYI overviewAll 13F holders of HYIFull Q2 2026 holdings
- Shares (Q2 2026)
- 329,087
- Value
- $3.50M
- % of portfolio
- 1.1%
- Quarters held
- 15
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 329,087 | $3.50M | 1.1% | +55,528+20.3% | Added | Holders |
| Q1 2026 | 273,559 | $2.92M | 1.0% | +42,365+18.3% | Added | Holders |
| Q4 2025 | 231,194 | $2.58M | 0.8% | +189,369+452.8% | Added | Holders |
| Q3 2025 | 41,825 | $493.5K | 0.2% | +2,624+6.7% | Added | Holders |
| Q2 2025 | 39,201 | $473.4K | 0.2% | −115,619−74.7% | Reduced | Holders |
| Q1 2025 | 154,820 | $1.85M | 0.7% | −6,701−4.1% | Reduced | Holders |
| Q4 2024 | 161,521 | $1.91M | 0.7% | +16,943+11.7% | Added | Holders |
| Q3 2024 | 144,578 | $1.81M | 0.7% | +34,943+31.9% | Added | Holders |
| Q2 2024 | 109,635 | $1.29M | 0.5% | +67,976+163.2% | Added | Holders |
| Q1 2024 | 41,659 | $502.2K | 0.2% | −40,275−49.2% | Reduced | Holders |
| Q4 2023 | 81,934 | $990.6K | 0.4% | −9,327−10.2% | Reduced | Holders |
| Q3 2023 | 91,261 | $1.06M | 0.5% | +91,261 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −99,897−100.0% | Sold out | Holders |
| Q1 2022 | 99,897 | $1.39M | 0.5% | +47,884+92.1% | Added | Holders |
| Q4 2021 | 52,013 | $820.0K | 0.3% | +52,013 | New | Holders |
| Q3 2021 | 0 | $0 | 0.0% | −11,485−100.0% | Sold out | Holders |
| Q2 2021 | 11,485 | $180.0K | 0.1% | +11,485 | New | Holders |