Keating Financial Advisory Services’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Keating Financial Advisory Services’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	–	Sell	-901	Closed	-$17.5K	–	2690
2026 Q1	$17.5K	Buy	901 +17	+2%	+$343	﹤0.01%	945
2025 Q4	$17.9K	Buy	+884	New	+$18.2K	﹤0.01%	927

Other funds holding PSF

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Keating Financial Advisory Services's PSF Position: Q2 2026 in Review

Keating Financial Advisory Services sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q2 2026, closing a stake of 901 shares — an estimated $17.5K sold.

Keating Financial Advisory Services first reported a position in PSF in Q4 2025 and held it in 2 quarters. The position peaked at $17.9K in Q4 2025. 54 funds tracked by Wall St. Rank hold PSF as of Q2 2026.

Keating Financial Advisory Services reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q2 2026 after selling out during the quarter.
Keating Financial Advisory Services sold 901 Cohen & Steers Select Preferred & Income Fund shares in Q2 2026, an estimated $17.5K.
Keating Financial Advisory Services first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2025 and held it in 2 quarters.
Keating Financial Advisory Services's Cohen & Steers Select Preferred & Income Fund position peaked at $17.9K in Q4 2025.
54 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.