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 Q3	$1.32M	Sell	72,564 -26,254	-27%	-$508K	0.43%	78
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

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

SAM

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

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

WCM

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

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Shaker Financial Services's PSF Position: Q3 2026 in Review

Shaker Financial Services reduced its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 27% in Q3 2026, selling an estimated $508K and leaving 72,564 shares worth $1.32M. The position accounts for 0.43% of the portfolio, ranked #78.

Shaker Financial Services first reported a position in PSF in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.99M in Q2 2026. 14 funds tracked by Wall St. Rank hold PSF as of Q3 2026.

Shaker Financial Services held 72,564 shares of Cohen & Steers Select Preferred & Income Fund worth $1.32M as of Q3 2026.
Shaker Financial Services sold 26,254 Cohen & Steers Select Preferred & Income Fund shares in Q3 2026, an estimated $508K.
Cohen & Steers Select Preferred & Income Fund made up 0.43% of Shaker Financial Services's portfolio in Q3 2026, its #78 holding.
Shaker Financial Services first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2013 and has held it in 19 quarters since.
Shaker Financial Services's Cohen & Steers Select Preferred & Income Fund position peaked at $1.99M in Q2 2026.
14 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.