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Cohen & Steers Select Prefer (PSF)

CUSIP: 19248Y107 | US | Financial Services · Asset Management | Micro Cap | 231 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AMorgan Stanley546,9364.6%Newly reportedJun 30, 2026No 13F filer matched
13G/AMorgan Stanley546,936
4.6% of class · Jun 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Baldwin Wealth Partners LLC154,833
0.2% of portfolio›$2.8M
Smith Asset Management Co., LLC126,979
1.9% of portfolio›$2.3M
Fiera Capital Corp103,229
0.0% of portfolio›$1.9M
Gridiron Partners, LLC84,339
0.8% of portfolio›$1.5M
LPL Financial LLC82,089
0.0% of portfolio›$1.5M
Shaker Financial Services, LLC72,564
0.4% of portfolio›$1.3M
Pettinga Financial Advisors LLC65,498
0.2% of portfolio›$1.2M
Glaxis Capital Management, LLC55,000
2.4% of portfolio›$997.7K
Merit Financial Group, LLC54,660
0.0% of portfolio›$991.5K
Kestra Private Wealth Services, LLC52,784
0.0% of portfolio›$957.5K
Truist Financial Corp31,389
0.0% of portfolio›$569.4K
Kestra Advisory Services, LLC28,164
0.0% of portfolio›$510.9K
WealthBridge Capital Management, LLC27,969
0.1% of portfolio›$507.4K
Hennion & Walsh Asset Management, Inc.23,611
0.0% of portfolio›$428.3K
Noble Wealth Management PBC20,055
0.2% of portfolio›$363.8K
US Bancorp \de\14,911
0.0% of portfolio›$270.5K
Closed-End Fund Advisors, Inc.14,338
0.3% of portfolio›$260.1K
Cornerstone Advisory, LLC14,000
0.0% of portfolio›$254.0K
Physician Wealth Advisors, Inc.11,140
0.0% of portfolio›$202.1K
Paladin Partners, LLC5,930
0.1% of portfolio›$107.6K
Fifth Third Bancorp4,848
0.0% of portfolio›$87.9K
CoreCap Advisors, LLC4,732
0.0% of portfolio›$85.8K
MassMutual Private Wealth & Trust, FSB2,723
0.0% of portfolio›$49.4K
Farther Finance Advisors, LLC800
0.0% of portfolio›$14.5K
Barrett & Company, Inc.650
0.0% of portfolio›$11.8K
PNC Financial Services Group, Inc.500
0.0% of portfolio›$9.1K
Triumph Capital Management450
0.0% of portfolio›$8.2K
Highline Wealth Partners LLC150
0.0% of portfolio›$2.7K
Pinnacle Wealth Planning Services, Inc.96
0.0% of portfolio›$1.7K
WPG Advisers, LLC48
0.0% of portfolio›$871
Blue Bell Private Wealth Management, LLC1
0.0% of portfolio›$18
StyleTurnoverLocationFiled
Baldwin Wealth Partners LLC
154,833$2.8M0.2%GrowthLowMarion, MA2026-10-13
Smith Asset Management Co., LLC
126,979$2.3M1.9%YieldLowChiefland, FL2026-10-16
Fiera Capital Corp
103,229$1.9M0.0%CoreMediumMontreal, Austria2026-11-06
Gridiron Partners, LLC
84,339$1.5M0.8%ETFLowWexford, PA2026-10-08
LPL Financial LLC
82,089$1.5M0.0%IndexVery LowFort Mill, SC2026-11-06
Shaker Financial Services, LLC
72,564$1.3M0.4%YieldHighArlington, VA2026-10-14
Pettinga Financial Advisors LLC
65,498$1.2M0.2%ETFMediumEvansville, IN2026-10-13
Glaxis Capital Management, LLC
55,000$997.7K2.4%GARPVery HighSarasota, FL2026-11-02
Merit Financial Group, LLC
54,660$991.5K0.0%ETFLowAlpharetta, GA2026-11-06
Kestra Private Wealth Services, LLC
52,784$957.5K0.0%GrowthLowAustin, TX2026-11-06
Truist Financial Corp
31,389$569.4K0.0%CoreLowCharlotte, NC2026-10-30
Kestra Advisory Services, LLC
28,164$510.9K0.0%CoreLowAustin, TX2026-11-02
WealthBridge Capital Management, LLC
27,969$507.4K0.1%ETFLowWesterville, OH2026-10-16
Hennion & Walsh Asset Management, Inc.
23,611$428.3K0.0%ValueMediumParsippany, NJ2026-10-13
Noble Wealth Management PBC
20,055$363.8K0.2%YieldMediumGreenwood Village, CO2026-10-01
US Bancorp \de\
14,911$270.5K0.0%IndexLowMinneapolis, MN2026-11-05
Closed-End Fund Advisors, Inc.
14,338$260.1K0.3%YieldMediumRichmond, VA2026-11-04
Cornerstone Advisory, LLC
14,000$254.0K0.0%ETFVery LowHunt Valley, MD2026-11-06
Physician Wealth Advisors, Inc.
11,140$202.1K0.0%ETFMediumMidvale, UT2026-10-20
Paladin Partners, LLC
5,930$107.6K0.1%ETFVery LowHartland, WI2026-10-06
Fifth Third Bancorp
4,848$87.9K0.0%IndexVery LowCincinnati, OH2026-11-05
CoreCap Advisors, LLC
4,732$85.8K0.0%ETFMediumSouthfield, MI2026-10-08
MassMutual Private Wealth & Trust, FSB
2,723$49.4K0.0%CoreLowSpringfield, MA2026-10-05
Farther Finance Advisors, LLC
800$14.5K0.0%IndexLowSan Francisco, CA2026-10-08
Barrett & Company, Inc.
650$11.8K0.0%ETFLowProvidence, RI2026-10-22
PNC Financial Services Group, Inc.
500$9.1K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Triumph Capital Management
450$8.2K0.0%ETFMediumDenver, CO2026-10-14
Highline Wealth Partners LLC
150$2.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Pinnacle Wealth Planning Services, Inc.
96$1.7K0.0%GARPLowMansfield, OH2026-10-27
WPG Advisers, LLC
48$8710.0%CoreLowBaltimore, MD2026-10-27
Blue Bell Private Wealth Management, LLC
1$180.0%YieldVery LowBlue Bell, PA2026-10-29