CoreCap Advisors’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

CoreCap Advisors’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	$95.3K	Hold	4,732	–	–	﹤0.01%	1130
2026 Q1	$91.8K	Hold	4,732	–	–	﹤0.01%	1054
2025 Q4	$96K	Hold	4,732	–	–	﹤0.01%	1049
2025 Q3	$98.3K	Hold	4,732	–	–	﹤0.01%	1046
2025 Q2	$95.3K	Sell	4,732 -400	-8%	-$7.77K	﹤0.01%	1000
2025 Q1	$103K	Hold	5,132	–	–	﹤0.01%	900
2024 Q4	$101K	Hold	5,132	–	–	﹤0.01%	923
2024 Q3	$110K	Hold	5,132	–	–	0.01%	868
2024 Q2	$102K	Hold	5,132	–	–	0.01%	496
2024 Q1	$103K	Buy	+5,132	New	+$100K	0.01%	834
2022 Q4	$96.1K	Buy	+5,132	New	+$97.3K	0.01%	750
2022 Q3	–	Sell	-5,132	Closed	-$105K	–	1678
2022 Q2	$105K	Buy	+5,132	New	+$109K	0.01%	672
2022 Q1	–	Sell	-10,394	Closed	-$279K	–	1682
2021 Q4	$279K	Buy	+10,394	New	+$293K	0.02%	461

Other funds holding PSF

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

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

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

CoreCap Advisors's PSF Position: Q2 2026 in Review

CoreCap Advisors held its Cohen & Steers Select Preferred & Income Fund (PSF) position steady in Q2 2026 at 4,732 shares worth $95.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

CoreCap Advisors first reported a position in PSF in Q4 2021 and has held it in 13 quarters since. The position peaked at $279K in Q4 2021. 11 funds tracked by Wall St. Rank hold PSF as of Q2 2026.

CoreCap Advisors held 4,732 shares of Cohen & Steers Select Preferred & Income Fund worth $95.3K as of Q2 2026.
CoreCap Advisors left its Cohen & Steers Select Preferred & Income Fund share count unchanged in Q2 2026.
Cohen & Steers Select Preferred & Income Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1130 holding.
CoreCap Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Cohen & Steers Select Preferred & Income Fund position peaked at $279K in Q4 2021.
11 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.