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 Q3	$49.4K	Hold	2,723	–	–	﹤0.01%	742
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

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

MassMutual Private Wealth & Trust's PSF Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Cohen & Steers Select Preferred & Income Fund (PSF) position steady in Q3 2026 at 2,723 shares worth $49.4K. 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 6 quarters since. The position peaked at $68.5K in Q3 2025. 18 funds tracked by Wall St. Rank hold PSF as of Q3 2026.

MassMutual Private Wealth & Trust held 2,723 shares of Cohen & Steers Select Preferred & Income Fund worth $49.4K as of Q3 2026.
MassMutual Private Wealth & Trust left its Cohen & Steers Select Preferred & Income Fund share count unchanged in Q3 2026.
Cohen & Steers Select Preferred & Income Fund made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 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 6 quarters since.
MassMutual Private Wealth & Trust's Cohen & Steers Select Preferred & Income Fund position peaked at $68.5K in Q3 2025.
18 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.