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MassMutual Private Wealth & Trust’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

MassMutual Private Wealth & Trust’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 		$54.8K Hold
2,723
– – ﹤0.01% 742
2026
Q1 		$52.8K Hold
2,723
– – ﹤0.01% 750
2025
Q4 		$55.2K Sell
2,723
-573
-17% -$11.8K ﹤0.01% 757
2025
Q3 		$68.5K Hold
3,296
– – ﹤0.01% 703
2025
Q2 		$66.4K Buy
+3,296
New +$64K ﹤0.01% 708

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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

MassMutual Private Wealth & Trust's PSF Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Cohen & Steers Select Preferred & Income Fund (PSF) position steady in Q2 2026 at 2,723 shares worth $54.8K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

MassMutual Private Wealth & Trust first reported a position in PSF in Q2 2025 and has held it in 5 quarters since. The position peaked at $68.5K in Q3 2025. 11 funds tracked by Wall St. Rank hold PSF as of Q2 2026.

  • MassMutual Private Wealth & Trust held 2,723 shares of Cohen & Steers Select Preferred & Income Fund worth $54.8K as of Q2 2026.
  • MassMutual Private Wealth & Trust 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 MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #742 holding.
  • MassMutual Private Wealth & Trust first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2025 and has held it in 5 quarters since.
  • MassMutual Private Wealth & Trust's Cohen & Steers Select Preferred & Income Fund position peaked at $68.5K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.