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

Highline 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
Q2 		$3.02K Hold
150
– – ﹤0.01% 1034
2026
Q1 		$2.91K Buy
+150
New +$3.02K ﹤0.01% 913

Other funds holding PSF

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Highline Wealth Partners's PSF Position: Q2 2026 in Review

Highline Wealth Partners held its Cohen & Steers Select Preferred & Income Fund (PSF) position steady in Q2 2026 at 150 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Highline Wealth Partners first reported a position in PSF in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold PSF as of Q2 2026.

  • Highline Wealth Partners held 150 shares of Cohen & Steers Select Preferred & Income Fund worth $3.02K as of Q2 2026.
  • Highline Wealth Partners left its Cohen & Steers Select Preferred & Income Fund share count unchanged in Q2 2026.
  • Cohen & Steers Select Preferred & Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1034 holding.
  • Highline Wealth Partners first reported a position in Cohen & Steers Select Preferred & Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.