AmeriFlex Group’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

AmeriFlex Group’s Portfolio PSF Stock Details PSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$73.5K	Hold	3,650	–	–	0.03%	404
2026 Q1	$70.8K	Hold	3,650	–	–	0.04%	355
2025 Q4	$74K	Sell	3,650 -3,650	-50%	-$75K	0.04%	345
2025 Q3	$152K	Buy	+7,300	New	+$150K	0.06%	256
2025 Q2	–	Sell	-4,550	Closed	-$91K	–	1233
2025 Q1	$91K	Sell	4,550 -300	-6%	-$6.03K	0.04%	351
2024 Q4	$98.6K	Buy	+4,850	New	+$99.3K	0.05%	300

Other funds holding PSF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AmeriFlex Group's PSF Position: Q2 2026 in Review

AmeriFlex Group held its Cohen & Steers Select Preferred & Income Fund (PSF) position steady in Q2 2026 at 3,650 shares worth $73.5K. The position accounts for 0.03% of the portfolio, ranked #404.

AmeriFlex Group first reported a position in PSF in Q4 2024 and has held it in 6 quarters since. The position peaked at $152K in Q3 2025. 54 funds tracked by Wall St. Rank hold PSF as of Q2 2026.

AmeriFlex Group held 3,650 shares of Cohen & Steers Select Preferred & Income Fund worth $73.5K as of Q2 2026.
AmeriFlex Group left its Cohen & Steers Select Preferred & Income Fund share count unchanged in Q2 2026.
Cohen & Steers Select Preferred & Income Fund made up 0.03% of AmeriFlex Group's portfolio in Q2 2026, its #404 holding.
AmeriFlex Group first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Cohen & Steers Select Preferred & Income Fund position peaked at $152K in Q3 2025.
54 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.