PSF — COHEN & STEERS SELECT PFD &

Ownership history in Pathstone Holdings, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Pathstone Holdings, LLC reported a position in COHEN & STEERS SELECT PFD & (PSF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 35,889 +11,130 +45.0% 0.00% $746K $20.02
2025 Q1 INITIATED 24,759 — — 0.00% $498K $18.54
% of Fund (quarterly)    PSF price (monthly, adj. close)

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% BALDWIN WEALTH PARTNERS LLC/MA 3Y 7Y 0.22% 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%
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