Pathstone Holdings
PSF icon

Pathstone Holdings’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Pathstone Holdings’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
2025
Q4 		– Sell
-35,889
Closed -$746K – 2347
2025
Q3 		$746K Buy
+35,889
New +$735K ﹤0.01% 1572
2025
Q2 		– Sell
-24,759
Closed -$498K – 2305
2025
Q1 		$498K Buy
+24,759
New +$498K ﹤0.01% 1714

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $29.2B AUM 20.16% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pathstone Holdings's PSF Position: Q4 2025 in Review

Pathstone Holdings sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q4 2025, closing a stake of 35,889 shares — an estimated $746K sold.

Pathstone Holdings first reported a position in PSF in Q1 2025 and held it in 2 quarters. The position peaked at $746K in Q3 2025. 53 funds tracked by Wall St. Rank hold PSF as of Q4 2025.

  • Pathstone Holdings reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q4 2025 after selling out during the quarter.
  • Pathstone Holdings sold 35,889 Cohen & Steers Select Preferred & Income Fund shares in Q4 2025, an estimated $746K.
  • Pathstone Holdings first reported a position in Cohen & Steers Select Preferred & Income Fund in Q1 2025 and held it in 2 quarters.
  • Pathstone Holdings's Cohen & Steers Select Preferred & Income Fund position peaked at $746K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q4 2025.

Based on Pathstone Holdings's 13F filing for Q4 2025, filed 13 Feb 2026.