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NewEdge Advisors’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

NewEdge Advisors’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 		$258K Sell
12,798
-596
-4% -$11.8K ﹤0.01% 2606
2026
Q1 		$260K Sell
13,394
-396
-3% -$7.99K ﹤0.01% 2447
2025
Q4 		$280K Buy
13,790
+305
+2% +$6.26K ﹤0.01% 2352
2025
Q3 		$280K Buy
13,485
+304
+2% +$6.23K ﹤0.01% 2218
2025
Q2 		$265K Sell
13,181
-296
-2% -$5.75K ﹤0.01% 2086
2025
Q1 		$269K Buy
13,477
+4
+0% +$80 ﹤0.01% 1959
2024
Q4 		$266K Sell
13,473
-311
-2% -$6.37K ﹤0.01% 1943
2024
Q3 		$296K Sell
13,784
-696
-5% -$14.1K ﹤0.01% 1806
2024
Q2 		$286K Buy
14,480
+3,664
+34% +$70.8K ﹤0.01% 1749
2024
Q1 		$216K Buy
+10,816
New +$211K ﹤0.01% 1806
2023
Q4 		– Sell
-15,075
Closed -$273K – 3850
2023
Q3 		$273K Sell
15,075
-6,602
-30% -$120K ﹤0.01% 1477
2023
Q2 		$394K Buy
21,677
+1,980
+10% +$34.9K ﹤0.01% 1308
2023
Q1 		$331K Buy
19,697
+2,660
+16% +$53.5K ﹤0.01% 1330
2022
Q4 		$307K Sell
17,037
-261
-2% -$4.95K 0.01% 994
2022
Q3 		$310K Buy
17,298
+1,302
+8% +$27.1K 0.01% 1188
2022
Q2 		$326K Buy
15,996
+2,212
+16% +$47.2K 0.01% 1178
2022
Q1 		$318K Buy
13,784
+1,400
+11% +$33K 0.01% 943
2021
Q4 		$332K Buy
+12,384
New +$349K 0.01% 1273

Other funds holding PSF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
SA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NewEdge Advisors's PSF Position: Q2 2026 in Review

NewEdge Advisors reduced its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 4.4% in Q2 2026, selling an estimated $11.8K and leaving 12,798 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2606.

NewEdge Advisors first reported a position in PSF in Q4 2021 and has held it in 18 quarters since. The position peaked at $394K in Q2 2023. 54 funds tracked by Wall St. Rank hold PSF as of Q2 2026.

  • NewEdge Advisors held 12,798 shares of Cohen & Steers Select Preferred & Income Fund worth $258K as of Q2 2026.
  • NewEdge Advisors sold 596 Cohen & Steers Select Preferred & Income Fund shares in Q2 2026, an estimated $11.8K.
  • Cohen & Steers Select Preferred & Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2606 holding.
  • NewEdge Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's Cohen & Steers Select Preferred & Income Fund position peaked at $394K in Q2 2023.
  • 54 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.