Shaker Financial Services’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Shaker Financial Services’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	$1.99M	Buy	98,818 +21,024	+27%	+$415K	0.62%	63
2026 Q1	$1.51M	Buy	77,794 +5,607	+8%	+$113K	0.53%	72
2025 Q4	$1.46M	Buy	72,187 +1,174	+2%	+$24.1K	0.46%	78
2025 Q3	$1.48M	Sell	71,013 -16,556	-19%	-$339K	0.51%	70
2025 Q2	$1.76M	Buy	87,569 +20,026	+30%	+$389K	0.64%	56
2025 Q1	$1.35M	Sell	67,543 -125	-0.2%	-$2.51K	0.53%	70
2024 Q4	$1.34M	Sell	67,668 -14,085	-17%	-$288K	0.51%	64
2024 Q3	$1.75M	Buy	81,753 +44,327	+118%	+$898K	0.66%	50
2024 Q2	$740K	Sell	37,426 -1,476	-4%	-$28.5K	0.3%	92
2024 Q1	$778K	Buy	+38,902	New	+$759K	0.3%	89
2023 Q4	–	Sell	-12,485	Closed	-$226K	–	166
2023 Q3	$226K	Buy	+12,485	New	+$227K	0.11%	139
2023 Q1	–	Sell	-15,716	Closed	-$294K	–	169
2022 Q4	$294K	Sell	15,716 -145	-0.9%	-$2.75K	0.14%	128
2022 Q3	$285K	Buy	+15,861	New	+$330K	0.14%	116
2022 Q2	–	Sell	-12,454	Closed	-$287K	–	154
2022 Q1	$287K	Buy	+12,454	New	+$293K	0.11%	131
2015 Q3	–	Sell	-9,440	Closed	-$228K	–	122
2015 Q2	$228K	Buy	+9,440	New	+$242K	0.14%	100
2014 Q2	–	Sell	-26,035	Closed	-$649K	–	166
2014 Q1	$649K	Buy	+26,035	New	+$643K	0.43%	76
2013 Q4	–	Sell	-10,294	Closed	-$247K	–	181
2013 Q3	$247K	Sell	10,294 -1,306	-11%	-$32.4K	0.18%	138
2013 Q2	$301K	Buy	+11,600	New	+$317K	0.22%	113

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

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

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

Shaker Financial Services's PSF Position: Q2 2026 in Review

Shaker Financial Services increased its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 27% in Q2 2026, buying an estimated $415K and bringing the position to 98,818 shares worth $1.99M. The position accounts for 0.62% of the portfolio, ranked #63.

Shaker Financial Services first reported a position in PSF in Q2 2013 and has held it in 18 quarters since. 11 funds tracked by Wall St. Rank hold PSF as of Q2 2026.

Shaker Financial Services held 98,818 shares of Cohen & Steers Select Preferred & Income Fund worth $1.99M as of Q2 2026.
Shaker Financial Services bought 21,024 Cohen & Steers Select Preferred & Income Fund shares in Q2 2026, an estimated $415K.
Cohen & Steers Select Preferred & Income Fund made up 0.62% of Shaker Financial Services's portfolio in Q2 2026, its #63 holding.
Shaker Financial Services first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2013 and has held it in 18 quarters since.
11 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.