Cornerstone Advisory’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Cornerstone Advisory’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	$282K	Sell	14,000 -6,000	-30%	-$118K	0.02%	226
2026 Q1	$388K	Sell	20,000 -15,510	-44%	-$313K	0.04%	188
2025 Q4	$720K	Hold	35,510	–	–	0.07%	118
2025 Q3	$738K	Sell	35,510 -6,000	-14%	-$123K	0.07%	112
2025 Q2	$836K	Sell	41,510 -9,468	-19%	-$184K	0.09%	104
2025 Q1	$982K	Sell	50,978 -51,934	-50%	-$1.04M	0.11%	93
2024 Q4	$2.09M	Sell	102,912 -47,309	-31%	-$969K	0.24%	64
2024 Q3	$3.22M	Sell	150,221 -11,223	-7%	-$227K	0.42%	51
2024 Q2	$3.19M	Sell	161,444 -1,843	-1%	-$35.6K	0.45%	48
2024 Q1	$3.26M	Sell	163,287 -744	-0.5%	-$14.5K	0.47%	48
2023 Q4	$3.1M	Buy	164,031 +49,988	+44%	+$919K	0.48%	45
2023 Q3	$2.06M	Buy	114,043 +56,393	+98%	+$1.02M	0.36%	51
2023 Q2	$1.05M	Buy	+57,650	New	+$1.02M	0.18%	76

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

Cornerstone Advisory's PSF Position: Q2 2026 in Review

Cornerstone Advisory reduced its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 30% in Q2 2026, selling an estimated $118K and leaving 14,000 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #226.

Cornerstone Advisory first reported a position in PSF in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.26M in Q1 2024. 54 funds tracked by Wall St. Rank hold PSF as of Q2 2026.

Cornerstone Advisory held 14,000 shares of Cohen & Steers Select Preferred & Income Fund worth $282K as of Q2 2026.
Cornerstone Advisory sold 6,000 Cohen & Steers Select Preferred & Income Fund shares in Q2 2026, an estimated $118K.
Cohen & Steers Select Preferred & Income Fund made up 0.02% of Cornerstone Advisory's portfolio in Q2 2026, its #226 holding.
Cornerstone Advisory first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2023 and has held it in 13 quarters since.
Cornerstone Advisory's Cohen & Steers Select Preferred & Income Fund position peaked at $3.26M in Q1 2024.
54 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.