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

Sanctuary 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	$2.03M	Buy	100,807 +8,924	+10%	+$176K	0.01%	1036
2026 Q1	$1.78M	Buy	91,883 +4,340	+5%	+$87.5K	0.01%	1014
2025 Q4	$1.78M	Buy	87,543 +42,484	+94%	+$873K	0.01%	999
2025 Q3	$936K	Buy	+45,059	New	+$923K	0.01%	1325

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sanctuary Advisors's PSF Position: Q2 2026 in Review

Sanctuary Advisors increased its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 9.7% in Q2 2026, buying an estimated $176K and bringing the position to 100,807 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #1036.

Sanctuary Advisors first reported a position in PSF in Q3 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold PSF as of Q2 2026.

Sanctuary Advisors held 100,807 shares of Cohen & Steers Select Preferred & Income Fund worth $2.03M as of Q2 2026.
Sanctuary Advisors bought 8,924 Cohen & Steers Select Preferred & Income Fund shares in Q2 2026, an estimated $176K.
Cohen & Steers Select Preferred & Income Fund made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1036 holding.
Sanctuary Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q3 2025 and has held it in 4 quarters since.
54 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.