Downshift Financial’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Downshift Financial’s Portfolio UTF Stock Details UTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$331	Buy	+12	New	+$323	﹤0.01%	600

Other funds holding UTF

Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Downshift Financial's UTF Position: Q2 2026 in Review

Downshift Financial opened a new position in Cohen & Steers Infrastructure Fund (UTF) in Q2 2026: 12 shares worth $331. The stake represents ﹤0.01% of the portfolio and ranks #600 among its holdings.

255 funds tracked by Wall St. Rank hold UTF as of Q2 2026.

Downshift Financial held 12 shares of Cohen & Steers Infrastructure Fund worth $331 as of Q2 2026.
Cohen & Steers Infrastructure Fund was a new Downshift Financial position in Q2 2026.
Cohen & Steers Infrastructure Fund made up ﹤0.01% of Downshift Financial's portfolio in Q2 2026, its #600 holding.
255 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.