WPG Advisers’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

WPG Advisers’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	$966	Buy	48 +1	+2%	+$20	﹤0.01%	1340
2026 Q1	$911	Buy	47 +2	+4%	+$40	﹤0.01%	1274
2025 Q4	$913	Buy	+45	New	+$924	﹤0.01%	1301

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

WPG Advisers's PSF Position: Q2 2026 in Review

WPG Advisers increased its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 2.1% in Q2 2026, buying an estimated $20 and bringing the position to 48 shares worth $966. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

WPG Advisers first reported a position in PSF in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold PSF as of Q2 2026.

WPG Advisers held 48 shares of Cohen & Steers Select Preferred & Income Fund worth $966 as of Q2 2026.
WPG Advisers bought 1 Cohen & Steers Select Preferred & Income Fund share in Q2 2026, an estimated $20.
Cohen & Steers Select Preferred & Income Fund made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1340 holding.
WPG Advisers first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2025 and has held it in 3 quarters since.
54 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.