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Blue Oak Capital’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Blue Oak Capital’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
2025
Q2 		$286K Buy
14,199
+13
+0.1% +$252 0.15% 60
2025
Q1 		$284K Buy
14,186
+78
+0.6% +$1.57K 0.16% 58
2024
Q4 		$279K Buy
+14,108
New +$289K 0.17% 64

Other funds holding PSF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Blue Oak Capital's PSF Position: Q2 2025 in Review

Blue Oak Capital increased its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 0.09% in Q2 2025, buying an estimated $252 and bringing the position to 14,199 shares worth $286K. The position accounts for 0.15% of the portfolio, ranked #60.

Blue Oak Capital first reported a position in PSF in Q4 2024 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold PSF as of Q2 2025.

  • Blue Oak Capital held 14,199 shares of Cohen & Steers Select Preferred & Income Fund worth $286K as of Q2 2025.
  • Blue Oak Capital bought 13 Cohen & Steers Select Preferred & Income Fund shares in Q2 2025, an estimated $252.
  • Cohen & Steers Select Preferred & Income Fund made up 0.15% of Blue Oak Capital's portfolio in Q2 2025, its #60 holding.
  • Blue Oak Capital first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2024 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.