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

NewEdge Wealth’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	$243K	Hold	12,074	–	–	﹤0.01%	1112
2026 Q1	$234K	Hold	12,074	–	–	﹤0.01%	1038
2025 Q4	$245K	Hold	12,074	–	–	﹤0.01%	1094
2025 Q3	$251K	Hold	12,074	–	–	﹤0.01%	923
2025 Q2	$248K	Hold	12,074	–	–	﹤0.01%	879
2025 Q1	$241K	Hold	12,074	–	–	﹤0.01%	831
2024 Q4	$239K	Hold	12,074	–	–	﹤0.01%	833
2024 Q3	$259K	Hold	12,074	–	–	﹤0.01%	762
2024 Q2	$239K	Hold	12,074	–	–	0.01%	692
2024 Q1	$230K	Hold	12,074	–	–	0.01%	733
2023 Q4	$228K	Hold	12,074	–	–	0.01%	678
2023 Q3	$218K	Hold	12,074	–	–	0.01%	601
2023 Q2	$219K	Hold	12,074	–	–	0.01%	594
2023 Q1	$219K	Hold	12,074	–	–	0.01%	569
2022 Q4	$226K	Buy	+12,074	New	+$229K	0.01%	497

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

NewEdge Wealth's PSF Position: Q2 2026 in Review

NewEdge Wealth held its Cohen & Steers Select Preferred & Income Fund (PSF) position steady in Q2 2026 at 12,074 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

NewEdge Wealth first reported a position in PSF in Q4 2022 and has held it in 15 quarters since. The position peaked at $259K in Q3 2024. 54 funds tracked by Wall St. Rank hold PSF as of Q2 2026.

NewEdge Wealth held 12,074 shares of Cohen & Steers Select Preferred & Income Fund worth $243K as of Q2 2026.
NewEdge Wealth left its Cohen & Steers Select Preferred & Income Fund share count unchanged in Q2 2026.
Cohen & Steers Select Preferred & Income Fund made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1112 holding.
NewEdge Wealth first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2022 and has held it in 15 quarters since.
NewEdge Wealth's Cohen & Steers Select Preferred & Income Fund position peaked at $259K in Q3 2024.
54 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.