Anchor Investment Management’s TRI-Continental Corp TY Stock Holding History

Anchor 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 Q1	$46.3K	Sell	1,465 -535	-27%	-$17.5K	﹤0.01%	598
2025 Q4	$65.3K	Hold	2,000	–	–	0.01%	557
2025 Q3	$68K	Hold	2,000	–	–	0.01%	546
2025 Q2	$63.3K	Hold	2,000	–	–	0.01%	549
2025 Q1	$61.3K	Hold	2,000	–	–	0.01%	540
2024 Q4	$63.4K	Buy	+2,000	New	+$66.5K	0.01%	535
2018 Q1	–	Sell	-280	Closed	-$7.54K	–	824
2017 Q4	$7.54K	Hold	280	–	–	﹤0.01%	670
2017 Q3	$7.15K	Hold	280	–	–	﹤0.01%	657
2017 Q2	$6.82K	Hold	280	–	–	﹤0.01%	601
2017 Q1	$6.47K	Hold	280	–	–	﹤0.01%	602
2016 Q4	$6.17K	Hold	280	–	–	﹤0.01%	586
2016 Q3	$5.99K	Hold	280	–	–	﹤0.01%	568
2016 Q2	$5.75K	Hold	280	–	–	﹤0.01%	568
2016 Q1	$5.59K	Buy	+280	New	+$5.29K	﹤0.01%	548

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

Anchor Investment Management's TY Position: Q1 2026 in Review

Anchor Investment Management reduced its TRI-Continental Corp (TY) stake by 27% in Q1 2026, selling an estimated $17.5K and leaving 1,465 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Anchor Investment Management first reported a position in TY in Q1 2016 and has held it in 14 quarters since. The position peaked at $68K in Q3 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

Anchor Investment Management held 1,465 shares of TRI-Continental Corp worth $46.3K as of Q1 2026.
Anchor Investment Management sold 535 TRI-Continental Corp shares in Q1 2026, an estimated $17.5K.
TRI-Continental Corp made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #598 holding.
Anchor Investment Management first reported a position in TRI-Continental Corp in Q1 2016 and has held it in 14 quarters since.
Anchor Investment Management's TRI-Continental Corp position peaked at $68K in Q3 2025.
153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.