Noble Wealth Management PBC’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Noble Wealth Management PBC’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	$364K	Hold	20,055	–	–	0.16%	122
2026 Q2	$404K	Buy	20,055 +2,825	+16%	+$55.7K	0.18%	113
2026 Q1	$334K	Sell	17,230 -650	-4%	-$13.1K	0.17%	114
2025 Q4	$363K	Buy	17,880 +410	+2%	+$8.42K	0.18%	103
2025 Q3	$363K	Buy	+17,470	New	+$358K	0.19%	104
2025 Q1	$256K	Sell	12,800 -100	-0.8%	-$2.01K	0.18%	118
2024 Q4	$255K	Buy	+12,900	New	+$264K	0.18%	111

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

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Noble Wealth Management PBC's PSF Position: Q3 2026 in Review

Noble Wealth Management PBC held its Cohen & Steers Select Preferred & Income Fund (PSF) position steady in Q3 2026 at 20,055 shares worth $364K. The position accounts for 0.16% of the portfolio, ranked #122.

Noble Wealth Management PBC first reported a position in PSF in Q4 2024 and has held it in 7 quarters since. The position peaked at $404K in Q2 2026. 16 funds tracked by Wall St. Rank hold PSF as of Q3 2026.

Noble Wealth Management PBC held 20,055 shares of Cohen & Steers Select Preferred & Income Fund worth $364K as of Q3 2026.
Noble Wealth Management PBC left its Cohen & Steers Select Preferred & Income Fund share count unchanged in Q3 2026.
Cohen & Steers Select Preferred & Income Fund made up 0.16% of Noble Wealth Management PBC's portfolio in Q3 2026, its #122 holding.
Noble Wealth Management PBC first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2024 and has held it in 7 quarters since.
Noble Wealth Management PBC's Cohen & Steers Select Preferred & Income Fund position peaked at $404K in Q2 2026.
16 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.