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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WealthBridge Capital Management's PSF Position: Q1 2026 in Review

WealthBridge Capital Management increased its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 6.8% in Q1 2026, buying an estimated $34.9K and bringing the position to 27,269 shares worth $529K. The position accounts for 0.12% of the portfolio, ranked #122.

WealthBridge Capital Management first reported a position in PSF in Q1 2024 and has held it in 9 quarters since. The position peaked at $559K in Q1 2025. 56 funds tracked by Wall St. Rank hold PSF as of Q1 2026.

WealthBridge Capital Management held 27,269 shares of Cohen & Steers Select Preferred & Income Fund worth $529K as of Q1 2026.
WealthBridge Capital Management bought 1,728 Cohen & Steers Select Preferred & Income Fund shares in Q1 2026, an estimated $34.9K.
Cohen & Steers Select Preferred & Income Fund made up 0.12% of WealthBridge Capital Management's portfolio in Q1 2026, its #122 holding.
WealthBridge Capital Management first reported a position in Cohen & Steers Select Preferred & Income Fund in Q1 2024 and has held it in 9 quarters since.
WealthBridge Capital Management's Cohen & Steers Select Preferred & Income Fund position peaked at $559K in Q1 2025.
56 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.