Ameritas Advisory Services’s TRI-Continental Corp TY Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-3,787	Closed	-$129K	–	2029
2025 Q3	$129K	Buy	3,787 +2,558	+208%	+$84.4K	0.01%	754
2025 Q2	$38.9K	Buy	+1,229	New	+$37.3K	﹤0.01%	1424
2023 Q2	–	Sell	-4,364	Closed	-$116K	–	2375
2023 Q1	$116K	Buy	+4,364	New	+$117K	0.01%	945

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

Ameritas Advisory Services's TY Position: Q4 2025 in Review

Ameritas Advisory Services sold out of TRI-Continental Corp (TY) in Q4 2025, closing a stake of 3,787 shares — an estimated $129K sold.

Ameritas Advisory Services first reported a position in TY in Q1 2023 and held it in 3 quarters. The position peaked at $129K in Q3 2025. 151 funds tracked by Wall St. Rank hold TY as of Q4 2025.

Ameritas Advisory Services reported no remaining TRI-Continental Corp position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 3,787 TRI-Continental Corp shares in Q4 2025, an estimated $129K.
Ameritas Advisory Services first reported a position in TRI-Continental Corp in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's TRI-Continental Corp position peaked at $129K in Q3 2025.
151 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.