Ancora Advisors’s TRI-Continental Corp TY Stock Holding History

Ancora Advisors’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	$186K	Hold	5,900	–	–	﹤0.01%	733
2025 Q4	$193K	Hold	5,900	–	–	﹤0.01%	750
2025 Q3	$201K	Hold	5,900	–	–	﹤0.01%	718
2025 Q2	$187K	Hold	5,900	–	–	﹤0.01%	738
2025 Q1	$181K	Hold	5,900	–	–	﹤0.01%	729
2024 Q4	$187K	Hold	5,900	–	–	﹤0.01%	725
2024 Q3	$195K	Hold	5,900	–	–	﹤0.01%	699
2024 Q2	$183K	Hold	5,900	–	–	﹤0.01%	685
2024 Q1	$182K	Hold	5,900	–	–	﹤0.01%	694
2023 Q4	$170K	Hold	5,900	–	–	﹤0.01%	703
2023 Q3	$157K	Hold	5,900	–	–	﹤0.01%	709
2023 Q2	$162K	Hold	5,900	–	–	﹤0.01%	694
2023 Q1	$157K	Sell	5,900 -1,000	-14%	-$26.8K	﹤0.01%	700
2022 Q4	$177K	Hold	6,900	–	–	0.01%	701
2022 Q3	$176K	Sell	6,900 -3,524	-34%	-$97.4K	0.01%	765
2022 Q2	$273K	Buy	10,424 +24	+0.2%	+$689	0.01%	677
2022 Q1	$321K	Sell	10,400 -1,993	-16%	-$61.7K	0.01%	671
2021 Q4	$411K	Buy	12,393 +806	+7%	+$27.7K	0.01%	598
2021 Q3	$387K	Buy	11,587 +1,687	+17%	+$57.8K	0.01%	609
2021 Q2	$337K	Sell	9,900 -1,000	-9%	-$33.9K	0.01%	640
2021 Q1	$353K	Hold	10,900	–	–	0.01%	599
2020 Q4	$321K	Sell	10,900 -151	-1%	-$4.22K	0.01%	546
2020 Q3	$287K	Hold	11,051	–	–	0.01%	543
2020 Q2	$273K	Sell	11,051 -29,186	-73%	-$689K	0.01%	547
2020 Q1	$841K	Hold	40,237	–	–	0.04%	347
2019 Q4	$1.13M	Sell	40,237 -4,996	-11%	-$139K	0.04%	344
2019 Q3	$1.23M	Hold	45,233	–	–	0.05%	292
2019 Q2	$1.22M	Sell	45,233 -2,500	-5%	-$66.9K	0.05%	259
2019 Q1	$1.26M	Hold	47,733	–	–	0.06%	274
2018 Q4	$1.12M	Sell	47,733 -1,414	-3%	-$36.4K	0.05%	271
2018 Q3	$1.37M	Sell	49,147 -10,000	-17%	-$275K	0.05%	299
2018 Q2	$1.57M	Sell	59,147 -2,500	-4%	-$67.2K	0.07%	265
2018 Q1	$1.62M	Sell	61,647 -500	-0.8%	-$13.6K	0.07%	257
2017 Q4	$1.67M	Sell	62,147 -3,000	-5%	-$78.6K	0.09%	227
2017 Q3	$1.67M	Hold	65,147	–	–	0.1%	236
2017 Q2	$1.59M	Buy	65,147 +3,000	+5%	+$71.5K	0.1%	234
2017 Q1	$1.44M	Hold	62,147	–	–	0.1%	248
2016 Q4	$1.37M	Hold	62,147	–	–	0.1%	238
2016 Q3	$1.33M	Hold	62,147	–	–	0.13%	185
2016 Q2	$1.28M	Buy	62,147 +147	+0.2%	+$2.98K	0.15%	181
2016 Q1	$1.24M	Hold	62,000	–	–	0.15%	173
2015 Q4	$1.24M	Buy	62,000 +2,000	+3%	+$40.4K	0.16%	164
2015 Q3	$1.17M	Hold	60,000	–	–	0.15%	171
2015 Q2	$1.27M	Buy	+60,000	New	+$1.31M	0.15%	181
2015 Q1	–	Sell	-90,000	Closed	-$1.94M	–	76
2014 Q4	$1.93M	Sell	90,000 -5,000	-5%	-$105K	0.24%	111
2014 Q3	$1.98M	Hold	95,000	–	–	0.25%	105
2014 Q2	$1.99M	Hold	95,000	–	–	0.26%	106
2014 Q1	$1.91M	Hold	95,000	–	–	0.27%	104
2013 Q4	$1.9M	Hold	95,000	–	–	0.29%	105
2013 Q3	$1.74M	Hold	95,000	–	–	0.3%	90
2013 Q2	$1.7M	Buy	+95,000	New	+$1.71M	0.29%	85

Other funds holding TY

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

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

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

Allspring Global Investments

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

Raymond James Financial

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

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