BALDWIN WEALTH PARTNERS LLC/MA
Position in PSF — Cohen & Steers Select Preferred & Income Fund, Inc.
CIK 1021258
Marion, MA
Position in PSF
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,163,489
+$45,248 QoQ
Shares Held
157,153
-2.3% QoQ
Ownership
1.31%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#5
of 55 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PSF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $41,293,545 across 8 Asset Management names. PSF ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
217,697 | $25,616,405 | |
| 2 | ARCC |
Ares Capital Corp
|
439,021 | $8,135,059 | |
| 3 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
This page
|
157,153 | $3,163,489 | |
| 4 | APO |
Apollo Global Management, Inc.
|
13,180 | $1,559,325 | |
| 5 | BLK |
BlackRock, Inc.
|
1,360 | $1,307,721 | |
| 6 | CG |
Carlyle Group Inc.
|
15,720 | $661,969 | |
| 7 | AB |
Alliancebernstein Holding L.P.
|
17,525 | $617,230 | |
| 8 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
5,950 | $232,347 |
All Filings in PSF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,163,489 | 157,153 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,118,241 | 160,817 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,426,184 | 168,944 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,508,432 | 168,837 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,430,929 | 170,354 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,400,398 | 170,105 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,395,181 | 171,734 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,222,732 | 150,314 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,883,033 | 145,755 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,620,029 | 131,067 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,150,801 | 113,799 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,167,691 | 64,549 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,051,445 | 57,899 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $215,987 | 11,933 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $245,849 | 13,133 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $215,520 | 12,000 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $244,440 | 12,000 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $276,960 | 12,000 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $321,600 | 12,000 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $342,000 | 12,000 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $367,800 | 12,000 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $332,400 | 12,000 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $337,200 | 12,000 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $318,600 | 12,000 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $295,560 | 12,000 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $265,560 | 12,000 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||