LPL Financial’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.58M | Sell |
81,681
-445
| -0.5% | -$8.98K | ﹤0.01% | 3720 |
|
|
2025
Q4 | $1.67M | Buy |
82,126
+1,704
| +2% | +$35K | ﹤0.01% | 3568 |
|
|
2025
Q3 | $1.67M | Buy |
80,422
+335
| +0.4% | +$6.86K | ﹤0.01% | 3485 |
|
|
2025
Q2 | $1.61M | Buy |
80,087
+14,980
| +23% | +$291K | ﹤0.01% | 3327 |
|
|
2025
Q1 | $1.3M | Sell |
65,107
-2,265
| -3% | -$45.6K | ﹤0.01% | 3322 |
|
|
2024
Q4 | $1.33M | Buy |
67,372
+1,326
| +2% | +$27.1K | ﹤0.01% | 3233 |
|
|
2024
Q3 | $1.42M | Sell |
66,046
-2,044
| -3% | -$41.4K | ﹤0.01% | 3060 |
|
|
2024
Q2 | $1.35M | Buy |
68,090
+2,613
| +4% | +$50.5K | ﹤0.01% | 2967 |
|
|
2024
Q1 | $1.31M | Sell |
65,477
-892
| -1% | -$17.4K | ﹤0.01% | 2940 |
|
|
2023
Q4 | $1.25M | Sell |
66,369
-6,864
| -9% | -$126K | ﹤0.01% | 2852 |
|
|
2023
Q3 | $1.32M | Sell |
73,233
-9,322
| -11% | -$169K | ﹤0.01% | 2658 |
|
|
2023
Q2 | $1.5M | Buy |
82,555
+4,156
| +5% | +$73.2K | ﹤0.01% | 2512 |
|
|
2023
Q1 | $1.42M | Sell |
78,399
-493
| -0.6% | -$9.92K | ﹤0.01% | 2462 |
|
|
2022
Q4 | $1.48M | Buy |
78,892
+10,572
| +15% | +$201K | ﹤0.01% | 2320 |
|
|
2022
Q3 | $1.23M | Buy |
68,320
+6,347
| +10% | +$132K | ﹤0.01% | 2370 |
|
|
2022
Q2 | $1.26M | Sell |
61,973
-1,918
| -3% | -$40.9K | ﹤0.01% | 2392 |
|
|
2022
Q1 | $1.48M | Sell |
63,891
-13,596
| -18% | -$320K | ﹤0.01% | 2289 |
|
|
2021
Q4 | $2.08M | Buy |
77,487
+15,138
| +24% | +$426K | ﹤0.01% | 2065 |
|
|
2021
Q3 | $1.78M | Buy |
62,349
+4,140
| +7% | +$127K | ﹤0.01% | 2145 |
|
|
2021
Q2 | $1.78M | Buy |
58,209
+16,177
| +38% | +$478K | ﹤0.01% | 2070 |
|
|
2021
Q1 | $1.16M | Sell |
42,032
-414
| -1% | -$11.2K | ﹤0.01% | 2266 |
|
|
2020
Q4 | $1.19M | Buy |
42,446
+408
| +1% | +$10.8K | ﹤0.01% | 2051 |
|
|
2020
Q3 | $1.12M | Buy |
42,038
+13
| +0% | +$341 | ﹤0.01% | 1865 |
|
|
2020
Q2 | $1.03M | Buy |
42,025
+946
| +2% | +$23.1K | ﹤0.01% | 1795 |
|
|
2020
Q1 | $909K | Sell |
41,079
-8,065
| -16% | -$231K | ﹤0.01% | 1676 |
|
|
2019
Q4 | $1.55M | Buy |
49,144
+32,376
| +193% | +$977K | ﹤0.01% | 1539 |
|
|
2019
Q3 | $495K | Buy |
+16,768
| New | +$483K | ﹤0.01% | 2268 |
|
|
2018
Q4 | – | Sell |
-8,438
| Closed | -$225K | – | 3205 |
|
|
2018
Q3 | $225K | Buy |
8,438
+653
| +8% | +$17.9K | ﹤0.01% | 2904 |
|
|
2018
Q2 | $209K | Sell |
7,785
-685
| -8% | -$17.9K | ﹤0.01% | 2948 |
|
|
2018
Q1 | $220K | Buy |
8,470
+91
| +1% | +$2.44K | ﹤0.01% | 2880 |
|
|
2017
Q4 | $237K | Buy |
+8,379
| New | +$236K | ﹤0.01% | 2686 |
|
|
2017
Q2 | – | Sell |
-23,101
| Closed | -$619K | – | 2944 |
|
|
2017
Q1 | $619K | Buy |
23,101
+368
| +2% | +$9.8K | ﹤0.01% | 1612 |
|
|
2016
Q4 | $602K | Buy |
22,733
+2,123
| +10% | +$55.6K | ﹤0.01% | 1577 |
|
|
2016
Q3 | $551K | Buy |
20,610
+1,930
| +10% | +$53.3K | 0.01% | 1626 |
|
|
2016
Q2 | $511K | Sell |
18,680
-17,019
| -48% | -$446K | ﹤0.01% | 1649 |
|
|
2016
Q1 | $907K | Buy |
35,699
+2,573
| +8% | +$63.7K | ﹤0.01% | 1743 |
|
|
2015
Q4 | $826K | Buy |
33,126
+22,378
| +208% | +$544K | ﹤0.01% | 1828 |
|
|
2015
Q3 | $253K | Sell |
10,748
-587
| -5% | -$14.1K | ﹤0.01% | 2334 |
|
|
2015
Q2 | $276K | Buy |
11,335
+58
| +0.5% | +$1.49K | ﹤0.01% | 2381 |
|
|
2015
Q1 | $299K | Sell |
11,277
-99
| -0.9% | -$2.62K | ﹤0.01% | 2254 |
|
|
2014
Q4 | $292K | Buy |
11,376
+583
| +5% | +$15.2K | ﹤0.01% | 2187 |
|
|
2014
Q3 | $278K | Sell |
10,793
-3,247
| -23% | -$84.1K | ﹤0.01% | 2232 |
|
|
2014
Q2 | $371K | Sell |
14,040
-969
| -6% | -$24.8K | ﹤0.01% | 2031 |
|
|
2014
Q1 | $374K | Sell |
15,009
-2,552
| -15% | -$63K | ﹤0.01% | 1980 |
|
|
2013
Q4 | $434K | Sell |
17,561
-7,721
| -31% | -$185K | ﹤0.01% | 1824 |
|
|
2013
Q3 | $602K | Sell |
25,282
-6,726
| -21% | -$167K | ﹤0.01% | 1505 |
|
|
2013
Q2 | $830K | Buy |
+32,008
| New | +$874K | 0.01% | 1236 |
|
Other funds holding PSF
BWP
SAM
1CP
SA
GC
LPL Financial's PSF Position: Q1 2026 in Review
LPL Financial reduced its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 0.54% in Q1 2026, selling an estimated $8.98K and leaving 81,681 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #3720.
LPL Financial first reported a position in PSF in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.08M in Q4 2021. 56 funds tracked by Wall St. Rank hold PSF as of Q1 2026.
- LPL Financial held 81,681 shares of Cohen & Steers Select Preferred & Income Fund worth $1.58M as of Q1 2026.
- LPL Financial sold 445 Cohen & Steers Select Preferred & Income Fund shares in Q1 2026, an estimated $8.98K.
- Cohen & Steers Select Preferred & Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3720 holding.
- LPL Financial first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2013 and has held it in 47 quarters since.
- LPL Financial's Cohen & Steers Select Preferred & Income Fund position peaked at $2.08M in Q4 2021.
- 56 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.