KF KOREA FD COM NEW

Ownership history in Shaker Financial Services, LLC  ·  19 quarters on record

AI Ownership Summary

Shaker Financial Services, LLC reported KOREA FD COM NEW (KF) in 19 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.13% in 2024 Q2. The latest visible filing shows KF at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Shaker Financial Services, LLC's position in KOREA FD COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

KF was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Shaker Financial Services, LLC held KF — position size vs. price
% of Fund (quarterly)    KF price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7,500 -400 -5.1% 0.09% $283K 2026-02-14 (Est.) $50.00
2025 Q3 REDUCED 7,900 -2,772 -26.0% 0.08% $242K 2025-10-22 $32.31
2024 Q3 REDUCED 10,672 -2,489 -18.9% 0.09% $243K 2024-10-31 $20.03
2024 Q2 ADDED 13,161 +415 +3.3% 0.13% $318K 2024-08-02 $22.79
2024 Q1 UNCHANGED 12,746 0% 0.13% $324K 2024-05-13 $22.49
2023 Q4 UNCHANGED 12,746 0% 0.12% $298K 2024-02-07 $21.35
2023 Q3 UNCHANGED 12,746 0% 0.12% $268K 2023-11-02 $18.54
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Shaker Financial Services, LLC and KF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Shaker Financial Services, LLC reported owning KF?

Shaker Financial Services, LLC reported KF across 7 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported KF position in Shaker Financial Services, LLC's portfolio?

The largest reported portfolio weight for KF was 0.13% in 2024 Q2.

What is the latest reported KF position on this page?

The most recent filing on this page is 2025 Q4, when Shaker Financial Services, LLC reported 7,500 shares, equal to 0.09% of portfolio, with an estimated market value of $283K.

What does the chart on this KF ownership page compare?

The chart compares Shaker Financial Services, LLC's quarterly KF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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