WealthBridge Capital Management’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

WealthBridge Capital Management’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	$507K	Buy	27,969 +700	+3%	+$13.5K	0.1%	146
2026 Q2	$549K	Hold	27,269	–	–	0.11%	133
2026 Q1	$529K	Buy	27,269 +1,728	+7%	+$34.9K	0.12%	122
2025 Q4	$518K	Sell	25,541 -134	-0.5%	-$2.75K	0.12%	118
2025 Q3	$534K	Buy	25,675 +300	+1%	+$6.15K	0.13%	115
2025 Q2	$511K	Sell	25,375 -2,585	-9%	-$50.2K	0.13%	117
2025 Q1	$559K	Buy	27,960 +850	+3%	+$17.1K	0.16%	102
2024 Q4	$536K	Buy	27,110 +1,250	+5%	+$25.6K	0.15%	106
2024 Q3	$554K	Buy	25,860 +11,050	+75%	+$224K	0.16%	101
2024 Q2	$293K	Buy	14,810 +2,750	+23%	+$53.2K	0.1%	134
2024 Q1	$241K	Buy	+12,060	New	+$235K	0.08%	161

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

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

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

WealthBridge Capital Management's PSF Position: Q3 2026 in Review

WealthBridge Capital Management increased its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 2.6% in Q3 2026, buying an estimated $13.5K and bringing the position to 27,969 shares worth $507K. The position accounts for 0.1% of the portfolio, ranked #146.

WealthBridge Capital Management first reported a position in PSF in Q1 2024 and has held it in 11 quarters since. The position peaked at $559K in Q1 2025. 16 funds tracked by Wall St. Rank hold PSF as of Q3 2026.

WealthBridge Capital Management held 27,969 shares of Cohen & Steers Select Preferred & Income Fund worth $507K as of Q3 2026.
WealthBridge Capital Management bought 700 Cohen & Steers Select Preferred & Income Fund shares in Q3 2026, an estimated $13.5K.
Cohen & Steers Select Preferred & Income Fund made up 0.1% of WealthBridge Capital Management's portfolio in Q3 2026, its #146 holding.
WealthBridge Capital Management first reported a position in Cohen & Steers Select Preferred & Income Fund in Q1 2024 and has held it in 11 quarters since.
WealthBridge Capital Management's Cohen & Steers Select Preferred & Income Fund position peaked at $559K in Q1 2025.
16 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.