PSF institutional holders

COHEN & STEERS SELECT PFD & · 13F, 2026Q2

Managers holding54
Shares held3,004,051
Reported value$60.5m
Quarter flows4 new, 19 added, 15 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY655,031$13.2m0.0%
UBS Group AG360,739$7.3m0.0%
RAYMOND JAMES FINANCIAL INC170,546$3.4m0.0%
Invesco Ltd.161,041$3.2m0.0%
BALDWIN WEALTH PARTNERS LLC/MA157,153$3.2m0.2%
Smith Asset Management Co., LLC129,643$2.6m2.1%
Fiera Capital Corp103,229$2.1m0.0%
Sanctuary Advisors, LLC100,807$2.0m0.0%
Shaker Financial Services, LLC98,818$2.0m0.6%
AMERIPRISE FINANCIAL INC90,838$1.8m0.0%
LPL Financial LLC86,178$1.7m0.0%
Gridiron Partners, LLC84,339$1.7m0.9%
Pettinga Financial Advisors LLC80,759$1.6m0.3%
ROYAL BANK OF CANADA75,940$1.5m0.0%
1607 Capital Partners, LLC62,822$1.3m0.1%
HARBOUR INVESTMENTS, INC.60,881$1.2m0.0%
Merit Financial Group, LLC55,379$1.1m0.0%
Glaxis Capital Management, LLC50,000$1.0m2.0%
KESTRA PRIVATE WEALTH SERVICES, LLC48,495$976,1990.0%
OSAIC HOLDINGS, INC.39,331$791,8320.0%
WELLS FARGO & COMPANY/MN34,109$686,6070.0%
TRUIST FINANCIAL CORP33,079$665,8830.0%
Kestra Advisory Services, LLC29,824$600,3530.0%
BANK OF AMERICA CORP /DE/27,435$552,2630.0%
WealthBridge Capital Management, LLC27,269$548,9250.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PSF"). PSF price history · All 13F data

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