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Allworth Financial’s TRI-Continental Corp TY Stock Holding History

Allworth Financial’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 		$1.42M Hold
41,186
– – 0.01% 622
2026
Q1 		$1.3M Buy
41,186
+100
+0.2% +$3.27K 0.01% 632
2025
Q4 		$1.34M Buy
41,086
+542
+1% +$18.3K 0.01% 610
2025
Q3 		$1.38M Buy
40,544
+59
+0.1% +$1.95K 0.01% 576
2025
Q2 		$1.28M Buy
40,485
+24,037
+146% +$729K 0.01% 577
2025
Q1 		$481K Buy
16,448
+863
+6% +$27.5K ﹤0.01% 692
2024
Q4 		$509K Buy
15,585
+472
+3% +$15.7K ﹤0.01% 686
2024
Q3 		$499K Buy
15,113
+176
+1% +$5.58K ﹤0.01% 576
2024
Q2 		$464K Buy
14,937
+122
+0.8% +$3.7K ﹤0.01% 585
2024
Q1 		$456K Buy
14,815
+8,084
+120% +$238K ﹤0.01% 568
2023
Q4 		$194K Buy
6,731
+84
+1% +$2.28K ﹤0.01% 741
2023
Q3 		$177K Sell
6,647
-1,939
-23% -$53.4K ﹤0.01% 718
2023
Q2 		$235K Buy
8,586
+853
+11% +$22.6K ﹤0.01% 659
2023
Q1 		$205K Buy
7,733
+68
+0.9% +$1.82K ﹤0.01% 647
2022
Q4 		$196K Buy
7,665
+200
+3% +$5.35K ﹤0.01% 633
2022
Q3 		$191K Buy
7,465
+59
+0.8% +$1.63K ﹤0.01% 601
2022
Q2 		$194K Buy
+7,406
New +$213K ﹤0.01% 559

Other funds holding TY

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Allworth Financial's TY Position: Q2 2026 in Review

Allworth Financial held its TRI-Continental Corp (TY) position steady in Q2 2026 at 41,186 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #622.

Allworth Financial first reported a position in TY in Q2 2022 and has held it in 17 quarters since. 158 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Allworth Financial held 41,186 shares of TRI-Continental Corp worth $1.42M as of Q2 2026.
  • Allworth Financial left its TRI-Continental Corp share count unchanged in Q2 2026.
  • TRI-Continental Corp made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #622 holding.
  • Allworth Financial first reported a position in TRI-Continental Corp in Q2 2022 and has held it in 17 quarters since.
  • 158 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.