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 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 $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial's TY Position: Q1 2026 in Review

Allworth Financial increased its TRI-Continental Corp (TY) stake by 0.24% in Q1 2026, buying an estimated $3.27K and bringing the position to 41,186 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #632.

Allworth Financial first reported a position in TY in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.38M in Q3 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

Allworth Financial held 41,186 shares of TRI-Continental Corp worth $1.3M as of Q1 2026.
Allworth Financial bought 100 TRI-Continental Corp shares in Q1 2026, an estimated $3.27K.
TRI-Continental Corp made up 0.01% of Allworth Financial's portfolio in Q1 2026, its #632 holding.
Allworth Financial first reported a position in TRI-Continental Corp in Q2 2022 and has held it in 16 quarters since.
Allworth Financial's TRI-Continental Corp position peaked at $1.38M in Q3 2025.
153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.