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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
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
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

Kestra Private Wealth Services's PSF Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 20% in Q1 2026, selling an estimated $292K and leaving 58,915 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #769.

Kestra Private Wealth Services first reported a position in PSF in Q3 2020 and has held it in 21 quarters since. The position peaked at $5.55M in Q4 2020. 56 funds tracked by Wall St. Rank hold PSF as of Q1 2026.

  • Kestra Private Wealth Services held 58,915 shares of Cohen & Steers Select Preferred & Income Fund worth $1.14M as of Q1 2026.
  • Kestra Private Wealth Services sold 14,467 Cohen & Steers Select Preferred & Income Fund shares in Q1 2026, an estimated $292K.
  • Cohen & Steers Select Preferred & Income Fund made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #769 holding.
  • Kestra Private Wealth Services first reported a position in Cohen & Steers Select Preferred & Income Fund in Q3 2020 and has held it in 21 quarters since.
  • Kestra Private Wealth Services's Cohen & Steers Select Preferred & Income Fund position peaked at $5.55M in Q4 2020.
  • 56 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.