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Disclosery

PSF COHEN & STEERS SELECT PFD &

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COM (common), issuer CIK 1498612

52 managers (53 13F filers) reported a position in PSF shares at 2025-12-31, 3,178,964 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
52
13F filers
53
New
8
Added
15
Reduced
18
Sold out
6
Shares held by filers
3,178,964

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY841,222$17.1M<0.01%+42,37613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG342,962$6.96M<0.01%-7,44613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.171,732$3.48M<0.01%-8,09813F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA168,944$3.43M0.22%+10713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC152,594$3.09M<0.01%+7,37413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC140,450$2.85M0.02%-95,05213F-HRTimelineGroup
Smith Asset Management Co., LLC132,349$2.68M2.22%-2,17413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding111,043$2.25M-33,094Timeline
Fiera Capital Corpin group Fiera Capital Corp104,721$2.12M0.01%+47,97513F-HRTimelineGroup
Sanctuary Advisors, LLC87,543$1.78M0.01%+42,48413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC83,560$1.69M<0.01%+65,70313F-HRTimelineGroup
LPL Financial LLC82,126$1.67M<0.01%+1,70413F-HRTimeline
Shaker Financial Services, LLC72,187$1.46M0.46%+1,17413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,736$1.21M<0.01%-4,46113F-HRTimelineGroup
Merit Financial Group, LLC57,370$1.16M0.01%-2,53913F-HRTimeline
Glaxis Capital Management, LLC45,000$913K1.56%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.44,631$905K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,298$858K<0.01%-1,35113F-HRTimelineGroup
Gridiron Partners, LLC40,295$817K0.47%-5,234,52013F-HRTimeline
Cornerstone Advisory, LLC35,510$720K0.07%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP33,142$672K<0.01%+68613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN32,935$668K<0.01%-27113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,367$596K<0.01%-1,76413F-HRTimelineGroup
Pettinga Financial Advisors LLC29,199$592K0.11%new13F-HRTimeline
WealthBridge Capital Management, LLC25,541$518K0.12%-13413F-HRTimeline
Noble Wealth Management PBC17,880$363K0.18%+41013F-HRTimeline
Logan Stone Capital, LLC17,077$346K0.09%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd15,598$316K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\14,911$302K<0.01%+6,91113F-HRTimelineGroup
Composition Wealth, LLC14,021$284K<0.01%-25113F-HRTimeline
NewEdge Advisors, LLC13,790$280K<0.01%+30513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC13,700$278K0.01%013F-HRTimeline
DAVENPORT & Co LLC12,881$261K<0.01%-95413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,690$257K<0.01%+2,94613F-HR/ATimelineGroup
COMERICA BANK12,219$248K<0.01%+5,03313F-HRTimeline
NewEdge Wealth, LLC12,074$245K<0.01%013F-HRTimeline
Arlington Capital Management, Inc.11,277$229K0.14%+70313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Physician Wealth Advisors, Inc.11,140$226K0.03%013F-HRTimeline
Integrated Wealth Concepts LLC10,000$203K<0.01%-54313F-HRTimeline
Paladin Partners, LLC5,930$120K0.09%13F-HRTimeline
CoreCap Advisors, LLC4,732$96K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.3,650$74K0.04%-3,65013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,723$55.2K<0.01%-57313F-HRTimeline
Farther Finance Advisors, LLC2,501$50.7K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…884$17.9K<0.01%13F-HRTimeline
BARRETT & COMPANY, INC.650$13.2K<0.01%013F-HRTimeline
Triumph Capital Management650$13.2K<0.01%new13F-HRTimeline
Hilltop National Bank600$12.2K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…500$10.1K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC275$5.58K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.109$2.21K<0.01%new13F-HRTimeline
WPG Advisers, LLC45$913<0.01%new13F-HRTimeline