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

Pettinga Financial 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	$1.63M	Buy	80,759 +40,612	+101%	+$801K	0.26%	58
2026 Q1	$778K	Buy	40,147 +10,948	+37%	+$221K	0.15%	83
2025 Q4	$592K	Buy	+29,199	New	+$600K	0.11%	88
2025 Q3	–	Sell	-23,672	Closed	-$477K	–	144
2025 Q2	$477K	Buy	23,672 +8,339	+54%	+$162K	0.1%	88
2025 Q1	$307K	Sell	15,333 -10,240	-40%	-$206K	0.07%	99
2024 Q4	$506K	Buy	+25,573	New	+$524K	0.11%	83
2024 Q1	–	Sell	-35,591	Closed	-$673K	–	127
2023 Q4	$673K	Buy	+35,591	New	+$655K	0.18%	66

Other funds holding PSF

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Pettinga Financial Advisors's PSF Position: Q2 2026 in Review

Pettinga Financial Advisors increased its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 101% in Q2 2026, buying an estimated $801K and bringing the position to 80,759 shares worth $1.63M. The position accounts for 0.26% of the portfolio, ranked #58.

Pettinga Financial Advisors first reported a position in PSF in Q4 2023 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold PSF as of Q2 2026.

Pettinga Financial Advisors held 80,759 shares of Cohen & Steers Select Preferred & Income Fund worth $1.63M as of Q2 2026.
Pettinga Financial Advisors bought 40,612 Cohen & Steers Select Preferred & Income Fund shares in Q2 2026, an estimated $801K.
Cohen & Steers Select Preferred & Income Fund made up 0.26% of Pettinga Financial Advisors's portfolio in Q2 2026, its #58 holding.
Pettinga Financial Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2023 and has held it in 7 quarters since.
11 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.