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Disclosery

PSF COHEN & STEERS SELECT PFD &

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COM (common), issuer CIK 1498612

53 managers (54 13F filers) reported a position in PSF shares at 2026-06-30, 3,004,051 shares in all. 2 filers opened a position and 6 filers sold out during the quarter.

Managers
53
13F filers
54
New
2
Added
19
Reduced
15
Sold out
6
Shares held by filers
3,004,051

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY655,031$13.2M<0.01%-207,56413F-HRTimelineGroup
UBS Group AGin group UBS Group AG360,739$7.26M<0.01%+8,84213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC170,546$3.43M<0.01%+7,22413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.161,041$3.24M<0.01%+7,67913F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA157,153$3.16M0.21%-3,66413F-HRTimeline
Smith Asset Management Co., LLC129,643$2.61M2.05%-91713F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp103,229$2.08M0.01%+3,31213F-HRTimelineGroup
Sanctuary Advisors, LLC100,807$2.03M0.01%+8,92413F-HRTimeline
Shaker Financial Services, LLC98,818$1.99M0.62%+21,02413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC90,838$1.83M<0.01%+9,55213F-HRTimelineGroup
LPL Financial LLC86,178$1.73M<0.01%+4,49713F-HRTimeline
Gridiron Partners, LLC84,339$1.7M0.89%+50,25313F-HRTimeline
Pettinga Financial Advisors LLC80,759$1.63M0.26%+40,61213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding78,319$1.58M-18,857Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA75,940$1.53M<0.01%+1,18513F-HRTimelineGroup
1607 Capital Partners, LLC62,822$1.26M0.11%-48,96213F-HRTimeline
HARBOUR INVESTMENTS, INC.60,881$1.23M0.02%013F-HRTimeline
Merit Financial Group, LLC55,379$1.11M0.01%+24413F-HR/ATimeline
Glaxis Capital Management, LLC50,000$1.01M2.02%+4,20013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,331$792K<0.01%+57813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN34,109$687K<0.01%+15113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP33,079$666K<0.01%+1913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,435$552K<0.01%-50913F-HRTimelineGroup
WealthBridge Capital Management, LLC27,269$549K0.11%013F-HRTimeline
Noble Wealth Management PBC20,055$404K0.18%+2,82513F-HRTimeline
Logan Stone Capital, LLC19,860$400K0.08%-4,87113F-HRTimeline
Composition Wealth, LLC17,308$348K<0.01%-54013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,911$300K<0.01%013F-HRTimelineGroup
Cornerstone Advisory, LLC14,000$282K0.02%-6,00013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,928$260K<0.01%+22113F-HRTimelineGroup
NewEdge Advisors, LLC12,798$258K<0.01%-59613F-HRTimeline
NewEdge Wealth, LLC12,074$243K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.11,140$224K0.03%013F-HRTimeline
Integrated Wealth Concepts LLC10,000$201K<0.01%013F-HRTimeline
Paladin Partners, LLC5,930$119K0.08%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC4,964$99.9K<0.01%-8,58813F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,817$97K<0.01%-7,93513F-HRTimelineGroup
CoreCap Advisors, LLC4,732$95.3K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.3,650$73.5K0.03%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,723$54.8K<0.01%013F-HRTimeline
IFG Advisory, LLC1,775$35.7K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,406$28.3K<0.01%-1,09513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,363$27.4K<0.01%new13F-HRTimelineGroup
Highland Investment Advisors LLC1,100$22.1K0.01%13F-HRTimeline
BARRETT & COMPANY, INC.650$13.1K<0.01%013F-HRTimeline
Hilltop National Bank600$12.1K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…500$10.1K<0.01%013F-HRTimelineGroup
Triumph Capital Management450$9.06K<0.01%-20013F-HRTimeline
Global Retirement Partners, LLC306$6.16K<0.01%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC150$3.02K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.109$2.19K<0.01%013F-HRTimeline
WPG Advisers, LLC48$966<0.01%+113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC19$382<0.01%013F-HRTimeline