PSF — Cohen & Steers Pfd & Incm Fd PRD

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  52 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported Cohen & Steers Pfd & Incm Fd PRD (PSF) in 52 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.24% in 2025 Q1. The latest visible filing shows PSF at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in Cohen & Steers Pfd & Incm Fd PRD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PSF was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PSF stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA held PSF — position size vs. price
% of Fund (quarterly)    PSF price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 168,944 +107 +0.1% 0.22% $3.4M 2026-02-14 (Est.) $20.37
2025 Q3 REDUCED 168,837 -1,517 -0.9% 0.23% $3.5M 2025-10-14 $19.99
2025 Q2 ADDED 170,354 +249 +0.1% 0.23% $3.4M 2025-07-24 $19.13
2025 Q1 REDUCED 170,105 -1,629 -0.9% 0.24% $3.4M 2025-04-14 $17.44
2024 Q4 ADDED 171,734 +21,420 +14.3% 0.23% $3.4M 2025-01-22 $18.41
2024 Q3 ADDED 150,314 +4,559 +3.1% 0.22% $3.2M 2024-10-16 $18.77
2024 Q2 ADDED 145,755 +14,688 +11.2% 0.22% $2.9M 2024-07-12 $17.69
2024 Q1 ADDED 131,067 +17,268 +15.2% 0.20% $2.6M 2024-04-12 $16.48
2023 Q4 ADDED 113,799 +49,250 +76.3% 0.17% $2.2M 2024-01-08 $16.34
2023 Q3 ADDED 64,549 +6,650 +11.5% 0.10% $1.2M 2023-10-10 $14.36
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PSF

As of 2025 Q4 — sorted by position size

Glaxis Capital Management, LLC 3Y 7Y 1.56% Gridiron Partners, LLC 0.47% Shaker Financial Services, LLC 3Y 7Y 0.46% Arlington Capital Management, Inc. 3Y 7Y 0.14% WealthBridge Capital Management, LLC 3Y 7Y 0.12% Pettinga Financial Advisors LLC 3Y 7Y 0.11% Logan Stone Capital, LLC 3Y 0.09% Cornerstone Advisory, LLC 3Y 7Y 0.07% Physician Wealth Advisors, Inc. 3Y 0.03% GUGGENHEIM CAPITAL LLC 3Y 7Y 0.02%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and PSF

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning PSF?

BALDWIN WEALTH PARTNERS LLC/MA reported PSF across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported PSF position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for PSF was 0.24% in 2025 Q1.

What is the latest reported PSF position on this page?

The most recent filing on this page is 2025 Q4, when BALDWIN WEALTH PARTNERS LLC/MA reported 168,944 shares, equal to 0.22% of portfolio, with an estimated market value of $3.4M.

What does the chart on this PSF ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly PSF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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