Shaker Financial Services, LLC
Position in PSF — Cohen & Steers Select Preferred & Income Fund, Inc.
CIK 1511794
Arlington, VA
Position in PSF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,989,206
+$480,781 QoQ
Shares Held
98,818
+27.0% QoQ
Ownership
0.822%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#9
of 55 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Shaker Financial Services, LLC holds $305,199,317 across 140 Asset Management names. PSF ranks #59 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GAB |
Gabelli Equity Trust Inc
|
2,073,169 | $11,734,136 | |
| 2 | RVT |
Royce Small-Cap Trust, Inc.
|
605,745 | $11,188,110 | |
| 3 | USA |
Liberty All Star Equity Fund
|
1,646,776 | $9,567,768 | |
| 4 | SPE |
Special Opportunities Fund, Inc.
|
664,992 | $8,957,442 | |
| 5 | JCE |
Nuveen Core Equity Alpha Fund
|
519,128 | $8,492,934 | |
| 6 | ASG |
Liberty All Star Growth Fund Inc.
|
1,527,646 | $8,356,223 | |
| 7 | FFA |
First Trust Enhanced Equity Income Fund
|
328,741 | $7,350,648 | |
| 8 | SOR |
Source Capital /De/
|
153,966 | $7,077,817 |
All Filings in PSF
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,989,206 | 98,818 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,508,425 | 77,794 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,463,952 | 72,187 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,475,650 | 71,013 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,763,639 | 87,569 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,350,184 | 67,543 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,337,796 | 67,668 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,752,784 | 81,753 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $740,286 | 37,426 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $777,650 | 38,902 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $225,853 | 12,485 | Shares | Sole | 2023-11-02 | |
| 2022-12-31 | $294,203 | 15,716 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $284,863 | 15,861 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $287,438 | 12,454 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||