Truist Financial
PSF icon

Truist Financial’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Truist Financial’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
Q1 		$641K Sell
33,060
-82
-0.2% -$1.65K ﹤0.01% 1934
2025
Q4 		$672K Buy
33,142
+686
+2% +$14.1K ﹤0.01% 1874
2025
Q3 		$674K Sell
32,456
-1,039
-3% -$21.3K ﹤0.01% 1854
2025
Q2 		$675K Sell
33,495
-229
-0.7% -$4.45K ﹤0.01% 1801
2025
Q1 		$674K Buy
33,724
+2,789
+9% +$56.1K ﹤0.01% 1713
2024
Q4 		$612K Sell
30,935
-350
-1% -$7.17K ﹤0.01% 1764
2024
Q3 		$671K Sell
31,285
-403
-1% -$8.16K ﹤0.01% 1717
2024
Q2 		$627K Sell
31,688
-1,218
-4% -$23.5K ﹤0.01% 1845
2024
Q1 		$658K Sell
32,906
-416
-1% -$8.12K ﹤0.01% 1821
2023
Q4 		$630K Sell
33,322
-219
-0.7% -$4.03K ﹤0.01% 1846
2023
Q3 		$607K Sell
33,541
-1,054
-3% -$19.1K ﹤0.01% 1816
2023
Q2 		$628K Buy
34,595
+21
+0.1% +$370 ﹤0.01% 1835
2023
Q1 		$626K Sell
34,574
-1,595
-4% -$32.1K ﹤0.01% 1834
2022
Q4 		$677K Sell
36,169
-528
-1% -$10K ﹤0.01% 1758
2022
Q3 		$659K Sell
36,697
-4,533
-11% -$94.4K ﹤0.01% 1678
2022
Q2 		$840K Sell
41,230
-1,259
-3% -$26.9K ﹤0.01% 1638
2022
Q1 		$981K Buy
42,489
+3,804
+10% +$89.6K ﹤0.01% 1639
2021
Q4 		$1.04M Sell
38,685
-612
-2% -$17.2K ﹤0.01% 1613
2021
Q3 		$1.12M Sell
39,297
-434
-1% -$13.3K ﹤0.01% 1533
2021
Q2 		$1.22M Sell
39,731
-2,173
-5% -$64.2K ﹤0.01% 1532
2021
Q1 		$1.16M Buy
41,904
+2,912
+7% +$79K ﹤0.01% 1501
2020
Q4 		$1.1M Buy
38,992
+4,113
+12% +$109K ﹤0.01% 1427
2020
Q3 		$926K Buy
34,879
+197
+0.6% +$5.16K ﹤0.01% 1404
2020
Q2 		$854K Buy
34,682
+9,899
+40% +$242K ﹤0.01% 1352
2020
Q1 		$549K Sell
24,783
-14,281
-37% -$409K ﹤0.01% 1518
2019
Q4 		$1.23M Buy
+39,064
New +$1.18M ﹤0.01% 1353

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Truist Financial's PSF Position: Q1 2026 in Review

Truist Financial reduced its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 0.25% in Q1 2026, selling an estimated $1.65K and leaving 33,060 shares worth $641K. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Truist Financial first reported a position in PSF in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.23M in Q4 2019. 56 funds tracked by Wall St. Rank hold PSF as of Q1 2026.

  • Truist Financial held 33,060 shares of Cohen & Steers Select Preferred & Income Fund worth $641K as of Q1 2026.
  • Truist Financial sold 82 Cohen & Steers Select Preferred & Income Fund shares in Q1 2026, an estimated $1.65K.
  • Cohen & Steers Select Preferred & Income Fund made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1934 holding.
  • Truist Financial first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2019 and has held it in 26 quarters since.
  • Truist Financial's Cohen & Steers Select Preferred & Income Fund position peaked at $1.23M in Q4 2019.
  • 56 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.