Rockefeller Capital Management’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Rockefeller Capital Management’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	$260K	Buy	12,928 +221	+2%	+$4.36K	﹤0.01%	2456
2026 Q1	$246K	Buy	12,707 +17	+0.1%	+$343	﹤0.01%	2365
2025 Q4	$257K	Buy	12,690 +2,946	+30%	+$60.5K	﹤0.01%	2236
2025 Q3	$202K	Buy	+9,744	New	+$200K	﹤0.01%	2228
2023 Q1	–	Sell	-1,600	Closed	-$29K	–	3422
2022 Q4	$29K	Hold	1,600	–	–	﹤0.01%	2650
2022 Q3	$28K	Buy	1,600 +201	+14%	+$4.19K	﹤0.01%	2624
2022 Q2	$28K	Buy	+1,399	New	+$29.8K	﹤0.01%	2558

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

Rockefeller Capital Management's PSF Position: Q2 2026 in Review

Rockefeller Capital Management increased its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 1.7% in Q2 2026, buying an estimated $4.36K and bringing the position to 12,928 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2456.

Rockefeller Capital Management first reported a position in PSF in Q2 2022 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold PSF as of Q2 2026.

Rockefeller Capital Management held 12,928 shares of Cohen & Steers Select Preferred & Income Fund worth $260K as of Q2 2026.
Rockefeller Capital Management bought 221 Cohen & Steers Select Preferred & Income Fund shares in Q2 2026, an estimated $4.36K.
Cohen & Steers Select Preferred & Income Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2456 holding.
Rockefeller Capital Management first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2022 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.