Cullen/Frost Bankers’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Cullen/Frost Bankers’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	–	Sell	-2,000	Closed	-$40K	–	1400
2025 Q1	$40K	Hold	2,000	–	–	﹤0.01%	748
2024 Q4	$39.5K	Hold	2,000	–	–	﹤0.01%	728
2024 Q3	$42.9K	Hold	2,000	–	–	﹤0.01%	728
2024 Q2	$39.6K	Hold	2,000	–	–	﹤0.01%	705
2024 Q1	$40K	Hold	2,000	–	–	﹤0.01%	689
2023 Q4	$37.8K	Hold	2,000	–	–	﹤0.01%	697
2023 Q3	$36.2K	Hold	2,000	–	–	﹤0.01%	777
2023 Q2	$36.3K	Buy	+2,000	New	+$35.2K	﹤0.01%	777

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

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

BWP

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

KPWS

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

Cullen/Frost Bankers's PSF Position: Q2 2025 in Review

Cullen/Frost Bankers sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q2 2025, closing a stake of 2,000 shares — an estimated $40K sold.

Cullen/Frost Bankers first reported a position in PSF in Q2 2023 and held it in 8 quarters. The position peaked at $42.9K in Q3 2024. 49 funds tracked by Wall St. Rank hold PSF as of Q2 2025.

Cullen/Frost Bankers reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q2 2025 after selling out during the quarter.
Cullen/Frost Bankers sold 2,000 Cohen & Steers Select Preferred & Income Fund shares in Q2 2025, an estimated $40K.
Cullen/Frost Bankers first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2023 and held it in 8 quarters.
Cullen/Frost Bankers's Cohen & Steers Select Preferred & Income Fund position peaked at $42.9K in Q3 2024.
49 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2025.

Based on Cullen/Frost Bankers's 13F filing for Q2 2025, filed 30 Jul 2025.