Baldwin Wealth Partners’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Baldwin Wealth Partners’s Portfolio PSF Stock Details PSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.16M	Sell	157,153 -3,664	-2%	-$72.3K	0.21%	71
2026 Q1	$3.12M	Sell	160,817 -8,127	-5%	-$164K	0.23%	66
2025 Q4	$3.43M	Buy	168,944 +107	+0.1%	+$2.2K	0.22%	66
2025 Q3	$3.51M	Sell	168,837 -1,517	-0.9%	-$31.1K	0.23%	65
2025 Q2	$3.43M	Buy	170,354 +249	+0.1%	+$4.83K	0.23%	67
2025 Q1	$3.4M	Sell	170,105 -1,629	-0.9%	-$32.8K	0.24%	65
2024 Q4	$3.4M	Buy	171,734 +21,420	+14%	+$439K	0.23%	69
2024 Q3	$3.22M	Buy	150,314 +4,559	+3%	+$92.4K	0.22%	75
2024 Q2	$2.88M	Buy	145,755 +14,688	+11%	+$284K	0.22%	73
2024 Q1	$2.62M	Buy	131,067 +17,268	+15%	+$337K	0.2%	79
2023 Q4	$2.15M	Buy	113,799 +49,250	+76%	+$906K	0.17%	79
2023 Q3	$1.17M	Buy	64,549 +6,650	+11%	+$121K	0.1%	101
2023 Q2	$1.05M	Buy	57,899 +45,966	+385%	+$809K	0.09%	108
2023 Q1	$216K	Sell	11,933 -1,200	-9%	-$24.2K	0.02%	234
2022 Q4	$246K	Buy	13,133 +1,133	+9%	+$21.5K	0.02%	212
2022 Q3	$216K	Hold	12,000	–	–	0.03%	164
2022 Q2	$244K	Hold	12,000	–	–	0.03%	162
2022 Q1	$277K	Hold	12,000	–	–	0.03%	171
2021 Q4	$322K	Hold	12,000	–	–	0.03%	160
2021 Q3	$342K	Hold	12,000	–	–	0.04%	153
2021 Q2	$368K	Hold	12,000	–	–	0.04%	147
2021 Q1	$332K	Hold	12,000	–	–	0.04%	139
2020 Q4	$337K	Hold	12,000	–	–	0.04%	133
2020 Q3	$319K	Hold	12,000	–	–	0.04%	131
2020 Q2	$296K	Hold	12,000	–	–	0.04%	131
2020 Q1	$266K	Hold	12,000	–	–	0.05%	128
2019 Q4	$378K	Hold	12,000	–	–	0.05%	132
2019 Q3	$354K	Hold	12,000	–	–	0.05%	134
2019 Q2	$338K	Buy	12,000 +900	+8%	+$25.1K	0.05%	158
2019 Q1	$297K	Hold	11,100	–	–	0.04%	176
2018 Q4	$264K	Hold	11,100	–	–	0.04%	171
2018 Q3	$295K	Hold	11,100	–	–	0.04%	173
2018 Q2	$298K	Hold	11,100	–	–	0.05%	166
2018 Q1	$289K	Hold	11,100	–	–	0.05%	167
2017 Q4	$313K	Sell	11,100 -1,000	-8%	-$28.2K	0.05%	163
2017 Q3	$342K	Sell	12,100 -500	-4%	-$14.1K	0.06%	155
2017 Q2	$358K	Hold	12,600	–	–	0.06%	154
2017 Q1	$334K	Sell	12,600 -1,150	-8%	-$30.6K	0.06%	156
2016 Q4	$360K	Hold	13,750	–	–	0.07%	142
2016 Q3	$369K	Hold	13,750	–	–	0.07%	138
2016 Q2	$369K	Hold	13,750	–	–	0.08%	127
2016 Q1	$348K	Sell	13,750 -10,000	-42%	-$248K	0.06%	165
2015 Q4	$591K	Sell	23,750 -7,500	-24%	-$182K	0.1%	146
2015 Q3	$728K	Hold	31,250	–	–	0.12%	140
2015 Q2	$753K	Sell	31,250 -10,000	-24%	-$257K	0.11%	147
2015 Q1	$1.09M	Hold	41,250	–	–	0.16%	122
2014 Q4	$1.06M	Hold	41,250	–	–	0.15%	132
2014 Q3	$1.05M	Sell	41,250 -2,750	-6%	-$71.2K	0.15%	134
2014 Q2	$1.16M	Hold	44,000	–	–	0.17%	116
2014 Q1	$1.1M	Sell	44,000 -8,200	-16%	-$202K	0.18%	113
2013 Q4	$1.29M	Sell	52,200 -28,250	-35%	-$677K	0.21%	105
2013 Q3	$1.93M	Sell	80,450 -2,000	-2%	-$49.7K	0.35%	72
2013 Q2	$2.14M	Buy	+82,450	New	+$2.25M	0.42%	68

Other funds holding PSF

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Baldwin Wealth Partners's PSF Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 2.3% in Q2 2026, selling an estimated $72.3K and leaving 157,153 shares worth $3.16M. The position accounts for 0.21% of the portfolio, ranked #71.

Baldwin Wealth Partners first reported a position in PSF in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.51M in Q3 2025. 11 funds tracked by Wall St. Rank hold PSF as of Q2 2026.

Baldwin Wealth Partners held 157,153 shares of Cohen & Steers Select Preferred & Income Fund worth $3.16M as of Q2 2026.
Baldwin Wealth Partners sold 3,664 Cohen & Steers Select Preferred & Income Fund shares in Q2 2026, an estimated $72.3K.
Cohen & Steers Select Preferred & Income Fund made up 0.21% of Baldwin Wealth Partners's portfolio in Q2 2026, its #71 holding.
Baldwin Wealth Partners first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2013 and has held it in 53 quarters since.
Baldwin Wealth Partners's Cohen & Steers Select Preferred & Income Fund position peaked at $3.51M in Q3 2025.
11 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.