1IA
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1620 Investment Advisors’s TRI-Continental Corp TY Stock Holding History

1620 Investment Advisors’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.11M Sell
90,360
-2,290
-2% -$78.5K 1.93% 7
2026
Q1 		$2.93M Buy
92,650
+312
+0.3% +$10.2K 1.98% 6
2025
Q4 		$3.02M Buy
92,338
+579
+0.6% +$19.6K 2.01% 6
2025
Q3 		$3.12M Buy
91,759
+417
+0.5% +$13.8K 2.12% 5
2025
Q2 		$2.89M Buy
91,342
+116
+0.1% +$3.52K 2.05% 6
2025
Q1 		$2.8M Buy
91,226
+2,182
+2% +$69.5K 2.14% 5
2024
Q4 		$2.82M Buy
89,044
+645
+0.7% +$21.4K 2.14% 4
2024
Q3 		$2.92M Sell
88,399
-1,471
-2% -$46.6K 2.11% 5
2024
Q2 		$2.78M Buy
89,870
+1,178
+1% +$35.7K 2.13% 5
2024
Q1 		$2.73M Buy
88,692
+1,464
+2% +$43K 2.75% 4
2023
Q4 		$2.51M Buy
87,228
+1,302
+2% +$35.4K 2.75% 4
2023
Q3 		$2.28M Sell
85,926
-476
-0.6% -$13.1K 2.59% 4
2023
Q2 		$2.37M Buy
86,402
+432
+0.5% +$11.5K 2.57% 5
2023
Q1 		$2.28M Buy
85,970
+1,581
+2% +$42.3K 2.75% 3
2022
Q4 		$2.16M Buy
84,389
+2,498
+3% +$66.8K 2.62% 3
2022
Q3 		$2.09M Buy
81,891
+81,511
+21,450% +$2.25M 3.09% 3
2022
Q2 		$2.16M Sell
380
-84,170
-100% -$2.42M 2.98% 3
2022
Q1 		$2.81M Hold
84,550
– – 3.05% 3
2021
Q4 		$2.81M Buy
+84,550
New +$2.91M 3.14% 3

Other funds holding TY

UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

1620 Investment Advisors's TY Position: Q2 2026 in Review

1620 Investment Advisors reduced its TRI-Continental Corp (TY) stake by 2.5% in Q2 2026, selling an estimated $78.5K and leaving 90,360 shares worth $3.11M. The position accounts for 1.93% of the portfolio, ranked #7.

1620 Investment Advisors first reported a position in TY in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.12M in Q3 2025. 32 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • 1620 Investment Advisors held 90,360 shares of TRI-Continental Corp worth $3.11M as of Q2 2026.
  • 1620 Investment Advisors sold 2,290 TRI-Continental Corp shares in Q2 2026, an estimated $78.5K.
  • TRI-Continental Corp made up 1.93% of 1620 Investment Advisors's portfolio in Q2 2026, its #7 holding.
  • 1620 Investment Advisors first reported a position in TRI-Continental Corp in Q4 2021 and has held it in 19 quarters since.
  • 1620 Investment Advisors's TRI-Continental Corp position peaked at $3.12M in Q3 2025.
  • 32 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.