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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Keating Financial Advisory Services's PSF Position: Q1 2026 in Review

Keating Financial Advisory Services increased its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 1.9% in Q1 2026, buying an estimated $343 and bringing the position to 901 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Keating Financial Advisory Services first reported a position in PSF in Q4 2025 and has held it in 2 quarters since. The position peaked at $17.9K in Q4 2025. 56 funds tracked by Wall St. Rank hold PSF as of Q1 2026.

  • Keating Financial Advisory Services held 901 shares of Cohen & Steers Select Preferred & Income Fund worth $17.5K as of Q1 2026.
  • Keating Financial Advisory Services bought 17 Cohen & Steers Select Preferred & Income Fund shares in Q1 2026, an estimated $343.
  • Cohen & Steers Select Preferred & Income Fund made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #945 holding.
  • Keating Financial Advisory Services first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Keating Financial Advisory Services's Cohen & Steers Select Preferred & Income Fund position peaked at $17.9K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.