Pinnacle Wealth Planning Services’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Pinnacle Wealth Planning 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 Q2	$2.19K	Hold	109	–	–	﹤0.01%	2459
2026 Q1	$2.11K	Hold	109	–	–	﹤0.01%	2436
2025 Q4	$2.21K	Buy	+109	New	+$2.24K	﹤0.01%	2460

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

Pinnacle Wealth Planning Services's PSF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Cohen & Steers Select Preferred & Income Fund (PSF) position steady in Q2 2026 at 109 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2459.

Pinnacle Wealth Planning Services first reported a position in PSF in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.21K in Q4 2025. 54 funds tracked by Wall St. Rank hold PSF as of Q2 2026.

Pinnacle Wealth Planning Services held 109 shares of Cohen & Steers Select Preferred & Income Fund worth $2.19K as of Q2 2026.
Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2459 holding.
Pinnacle Wealth Planning Services first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2025 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's Cohen & Steers Select Preferred & Income Fund position peaked at $2.21K in Q4 2025.
54 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.