Global Retirement Partners’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Global Retirement 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
2025 Q4	$5.58K	Buy	+275	New	+$5.65K	﹤0.01%	3400

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

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

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

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Retirement Partners's PSF Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Cohen & Steers Select Preferred & Income Fund (PSF) in Q4 2025: 275 shares worth $5.58K. The stake represents ﹤0.01% of the portfolio and ranks #3400 among its holdings.

53 funds tracked by Wall St. Rank hold PSF as of Q4 2025.

Global Retirement Partners held 275 shares of Cohen & Steers Select Preferred & Income Fund worth $5.58K as of Q4 2025.
Cohen & Steers Select Preferred & Income Fund was a new Global Retirement Partners position in Q4 2025.
Cohen & Steers Select Preferred & Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3400 holding.
53 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.