Kestra Private Wealth Services’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Kestra Private Wealth 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	$976K	Sell	48,495 -10,420	-18%	-$206K	0.01%	914
2026 Q1	$1.14M	Sell	58,915 -14,467	-20%	-$292K	0.01%	769
2025 Q4	$1.49M	Sell	73,382 -30,009	-29%	-$616K	0.02%	648
2025 Q3	$2.15M	Buy	103,391 +28,148	+37%	+$577K	0.03%	502
2025 Q2	$1.52M	Sell	75,243 -1,017	-1%	-$19.7K	0.02%	585
2025 Q1	$1.52M	Sell	76,260 -5,413	-7%	-$109K	0.03%	536
2024 Q4	$1.61M	Buy	81,673 +9,796	+14%	+$201K	0.03%	494
2024 Q3	$1.54M	Buy	71,877 +16,941	+31%	+$343K	0.03%	490
2024 Q2	$1.09M	Buy	54,936 +10,625	+24%	+$205K	0.02%	547
2024 Q1	$886K	Buy	44,311 +4,351	+11%	+$84.9K	0.02%	586
2023 Q4	$755K	Buy	39,960 +3,512	+10%	+$64.6K	0.02%	597
2023 Q3	$659K	Buy	36,448 +24,025	+193%	+$436K	0.02%	578
2023 Q2	$226K	Buy	12,423 +697	+6%	+$12.3K	0.01%	929
2023 Q1	$212K	Sell	11,726 -468	-4%	-$9.42K	0.01%	904
2022 Q4	$228K	Buy	+12,194	New	+$231K	0.01%	760
2022 Q2	–	Sell	-10,934	Closed	-$252K	–	987
2022 Q1	$252K	Sell	10,934 -141,622	-93%	-$3.34M	0.01%	804
2021 Q4	$4.09M	Buy	152,556 +1,734	+1%	+$48.8K	0.2%	121
2021 Q3	$4.3M	Sell	150,822 -1,306	-0.9%	-$40K	0.24%	101
2021 Q2	$4.66M	Sell	152,128 -8,740	-5%	-$258K	0.28%	81
2021 Q1	$4.46M	Sell	160,868 -40,104	-20%	-$1.09M	0.31%	76
2020 Q4	$5.55M	Buy	200,972 +422	+0.2%	+$11.2K	0.41%	55
2020 Q3	$5.33M	Buy	+200,550	New	+$5.25M	0.46%	48

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

Kestra Private Wealth Services's PSF Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 18% in Q2 2026, selling an estimated $206K and leaving 48,495 shares worth $976K. The position accounts for 0.01% of the portfolio, ranked #914.

Kestra Private Wealth Services first reported a position in PSF in Q3 2020 and has held it in 22 quarters since. The position peaked at $5.55M in Q4 2020. 54 funds tracked by Wall St. Rank hold PSF as of Q2 2026.

Kestra Private Wealth Services held 48,495 shares of Cohen & Steers Select Preferred & Income Fund worth $976K as of Q2 2026.
Kestra Private Wealth Services sold 10,420 Cohen & Steers Select Preferred & Income Fund shares in Q2 2026, an estimated $206K.
Cohen & Steers Select Preferred & Income Fund made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #914 holding.
Kestra Private Wealth Services first reported a position in Cohen & Steers Select Preferred & Income Fund in Q3 2020 and has held it in 22 quarters since.
Kestra Private Wealth Services's Cohen & Steers Select Preferred & Income Fund position peaked at $5.55M in Q4 2020.
54 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.