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

Triumph 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	$9.06K	Sell	450 -200	-31%	-$3.94K	﹤0.01%	1178
2026 Q1	$12.6K	Hold	650	–	–	﹤0.01%	1033
2025 Q4	$13.2K	Buy	+650	New	+$13.4K	﹤0.01%	989

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

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

Triumph Capital Management reduced its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 31% in Q2 2026, selling an estimated $3.94K and leaving 450 shares worth $9.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Triumph Capital Management first reported a position in PSF in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.2K in Q4 2025. 54 funds tracked by Wall St. Rank hold PSF as of Q2 2026.

Triumph Capital Management held 450 shares of Cohen & Steers Select Preferred & Income Fund worth $9.06K as of Q2 2026.
Triumph Capital Management sold 200 Cohen & Steers Select Preferred & Income Fund shares in Q2 2026, an estimated $3.94K.
Cohen & Steers Select Preferred & Income Fund made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1178 holding.
Triumph Capital Management first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2025 and has held it in 3 quarters since.
Triumph Capital Management's Cohen & Steers Select Preferred & Income Fund position peaked at $13.2K in Q4 2025.
54 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.