Merit Financial Group’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Merit Financial Group’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	$1.11M	Buy	55,379 +244	+0.4%	+$4.81K	0.01%	1032
2026 Q1	$1.07M	Sell	55,135 -2,235	-4%	-$45.1K	0.01%	950
2025 Q4	$1.16M	Sell	57,370 -2,539	-4%	-$52.2K	0.01%	874
2025 Q3	$1.24M	Sell	59,909 -2,338	-4%	-$47.9K	0.01%	751
2025 Q2	$1.25M	Buy	+62,247	New	+$1.21M	0.01%	688

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

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

Merit Financial Group's PSF Position: Q2 2026 in Review

Merit Financial Group increased its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 0.44% in Q2 2026, buying an estimated $4.81K and bringing the position to 55,379 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1032.

Merit Financial Group first reported a position in PSF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.25M in Q2 2025. 11 funds tracked by Wall St. Rank hold PSF as of Q2 2026.

Merit Financial Group held 55,379 shares of Cohen & Steers Select Preferred & Income Fund worth $1.11M as of Q2 2026.
Merit Financial Group bought 244 Cohen & Steers Select Preferred & Income Fund shares in Q2 2026, an estimated $4.81K.
Cohen & Steers Select Preferred & Income Fund made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1032 holding.
Merit Financial Group first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2025 and has held it in 5 quarters since.
Merit Financial Group's Cohen & Steers Select Preferred & Income Fund position peaked at $1.25M in Q2 2025.
11 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.