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Ransom Advisory’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Ransom Advisory’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
Q1 		– Sell
-1,000
Closed -$19.8K – 389
2024
Q4 		$19.8K Hold
1,000
– – 0.01% 301
2024
Q3 		$21.4K Hold
1,000
– – 0.01% 294
2024
Q2 		$19.8K Hold
1,000
– – 0.01% 295
2024
Q1 		$20K Buy
+1,000
New +$19.5K 0.01% 244

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Ransom Advisory's PSF Position: Q1 2025 in Review

Ransom Advisory sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q1 2025, closing a stake of 1,000 shares — an estimated $19.8K sold.

Ransom Advisory first reported a position in PSF in Q1 2024 and held it in 4 quarters. The position peaked at $21.4K in Q3 2024. 49 funds tracked by Wall St. Rank hold PSF as of Q1 2025.

  • Ransom Advisory reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q1 2025 after selling out during the quarter.
  • Ransom Advisory sold 1,000 Cohen & Steers Select Preferred & Income Fund shares in Q1 2025, an estimated $19.8K.
  • Ransom Advisory first reported a position in Cohen & Steers Select Preferred & Income Fund in Q1 2024 and held it in 4 quarters.
  • Ransom Advisory's Cohen & Steers Select Preferred & Income Fund position peaked at $21.4K in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2025.

Based on Ransom Advisory's 13F filing for Q1 2025, filed 20 May 2025.