Daymark Wealth Partners’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Daymark Wealth Partners’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 Q1	–	Sell	-13,700	Closed	-$278K	–	752
2025 Q4	$278K	Hold	13,700	–	–	0.01%	507
2025 Q3	$285K	Sell	13,700 -11,000	-45%	-$225K	0.01%	489
2025 Q2	$497K	Hold	24,700	–	–	0.02%	355
2025 Q1	$494K	Hold	24,700	–	–	0.02%	333
2024 Q4	$488K	Hold	24,700	–	–	0.02%	324
2024 Q3	$530K	Buy	24,700 +5,000	+25%	+$101K	0.02%	327
2024 Q2	$390K	Hold	19,700	–	–	0.02%	360
2024 Q1	$394K	Buy	+19,700	New	+$385K	0.02%	300

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

Daymark Wealth Partners's PSF Position: Q1 2026 in Review

Daymark Wealth Partners sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q1 2026, closing a stake of 13,700 shares — an estimated $278K sold.

Daymark Wealth Partners first reported a position in PSF in Q1 2024 and held it in 8 quarters. The position peaked at $530K in Q3 2024. 56 funds tracked by Wall St. Rank hold PSF as of Q1 2026.

Daymark Wealth Partners reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q1 2026 after selling out during the quarter.
Daymark Wealth Partners sold 13,700 Cohen & Steers Select Preferred & Income Fund shares in Q1 2026, an estimated $278K.
Daymark Wealth Partners first reported a position in Cohen & Steers Select Preferred & Income Fund in Q1 2024 and held it in 8 quarters.
Daymark Wealth Partners's Cohen & Steers Select Preferred & Income Fund position peaked at $530K in Q3 2024.
56 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.