AIFAIM
TY icon

American Institute for Advanced Investment Management’s TRI-Continental Corp TY Stock Holding History

American Institute for Advanced Investment Management’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 		$355K Buy
10,326
+156
+2% +$5.35K 0.21% 120
2026
Q1 		$321K Hold
10,170
– – 0.21% 118
2025
Q4 		$332K Sell
10,170
-103
-1% -$3.48K 0.21% 112
2025
Q3 		$349K Sell
10,273
-1,450
-12% -$47.8K 0.23% 104
2025
Q2 		$371K Buy
11,723
+283
+2% +$8.58K 0.26% 95
2025
Q1 		$351K Hold
11,440
– – 0.27% 92
2024
Q4 		$363K Buy
11,440
+657
+6% +$21.8K 0.27% 91
2024
Q3 		$356K Hold
10,783
– – 0.26% 98
2024
Q2 		$334K Buy
10,783
+101
+0.9% +$3.06K 0.26% 100
2024
Q1 		$329K Hold
10,682
– – 0.26% 97
2023
Q4 		$308K Buy
10,682
+39
+0.4% +$1.06K 0.27% 90
2023
Q3 		$283K Hold
10,643
– – 0.26% 93
2023
Q2 		$292K Buy
10,643
+17
+0.2% +$451 0.26% 92
2023
Q1 		$282K Hold
10,626
– – 0.3% 81
2022
Q4 		$272K Buy
10,626
+245
+2% +$6.55K 0.25% 91
2022
Q3 		$265K Hold
10,381
– – 0.25% 86
2022
Q2 		$272K Buy
10,381
+195
+2% +$5.6K 0.24% 91
2022
Q1 		$314K Sell
10,186
-888
-8% -$27.5K 0.23% 90
2021
Q4 		$368K Buy
11,074
+1,039
+10% +$35.8K 0.25% 84
2021
Q3 		$335K Hold
10,035
– – 0.24% 87
2021
Q2 		$342K Buy
10,035
+86
+0.9% +$2.91K 0.24% 85
2021
Q1 		$323K Sell
9,949
-902
-8% -$27.9K 0.25% 84
2020
Q4 		$320K Buy
10,851
+128
+1% +$3.58K 0.26% 81
2020
Q3 		$278K Hold
10,723
– – 0.25% 80
2020
Q2 		$265K Buy
10,723
+87
+0.8% +$2.05K 0.25% 77
2020
Q1 		$222K Hold
10,636
– – 0.24% 81
2019
Q4 		$300K Buy
+10,636
New +$296K 0.29% 75

Other funds holding TY

BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
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
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

American Institute for Advanced Investment Management's TY Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its TRI-Continental Corp (TY) stake by 1.5% in Q2 2026, buying an estimated $5.35K and bringing the position to 10,326 shares worth $355K. The position accounts for 0.21% of the portfolio, ranked #120.

American Institute for Advanced Investment Management first reported a position in TY in Q4 2019 and has held it in 27 quarters since. The position peaked at $371K in Q2 2025. 80 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • American Institute for Advanced Investment Management held 10,326 shares of TRI-Continental Corp worth $355K as of Q2 2026.
  • American Institute for Advanced Investment Management bought 156 TRI-Continental Corp shares in Q2 2026, an estimated $5.35K.
  • TRI-Continental Corp made up 0.21% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #120 holding.
  • American Institute for Advanced Investment Management first reported a position in TRI-Continental Corp in Q4 2019 and has held it in 27 quarters since.
  • American Institute for Advanced Investment Management's TRI-Continental Corp position peaked at $371K in Q2 2025.
  • 80 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.