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

Baird Financial 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
2024 Q4	–	Sell	-20,634	Closed	-$442K	–	1796
2024 Q3	$442K	Sell	20,634 -683	-3%	-$13.8K	﹤0.01%	1420
2024 Q2	$422K	Sell	21,317 -758	-3%	-$14.7K	﹤0.01%	1446
2024 Q1	$441K	Sell	22,075 -414	-2%	-$8.08K	﹤0.01%	1437
2023 Q4	$425K	Sell	22,489 -1,419	-6%	-$26.1K	﹤0.01%	1410
2023 Q3	$432K	Sell	23,908 -1,631	-6%	-$29.6K	﹤0.01%	1387
2023 Q2	$464K	Sell	25,539 -124	-0.5%	-$2.18K	﹤0.01%	1368
2023 Q1	$465K	Sell	25,663 -677	-3%	-$13.6K	﹤0.01%	1346
2022 Q4	$493K	Buy	+26,340	New	+$500K	﹤0.01%	1300

Other funds holding PSF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

BWP

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Baird Financial Group's PSF Position: Q4 2024 in Review

Baird Financial Group sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q4 2024, closing a stake of 20,634 shares — an estimated $442K sold.

Baird Financial Group first reported a position in PSF in Q4 2022 and held it in 8 quarters. The position peaked at $493K in Q4 2022. 53 funds tracked by Wall St. Rank hold PSF as of Q4 2024.

Baird Financial Group reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q4 2024 after selling out during the quarter.
Baird Financial Group sold 20,634 Cohen & Steers Select Preferred & Income Fund shares in Q4 2024, an estimated $442K.
Baird Financial Group first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2022 and held it in 8 quarters.
Baird Financial Group's Cohen & Steers Select Preferred & Income Fund position peaked at $493K in Q4 2022.
53 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q4 2024.

Based on Baird Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.