AWM
TY icon

Apollon Wealth Management’s TRI-Continental Corp TY Stock Holding History

Apollon Wealth 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
2025
Q2 		– Sell
-9,502
Closed -$291K – 1325
2025
Q1 		$291K Sell
9,502
-753
-7% -$24K 0.01% 964
2024
Q4 		$325K Buy
10,255
+1,259
+14% +$41.8K 0.01% 908
2024
Q3 		$297K Buy
8,996
+80
+0.9% +$2.54K 0.01% 911
2024
Q2 		$276K Buy
8,916
+166
+2% +$5.04K 0.01% 896
2024
Q1 		$270K Buy
8,750
+74
+0.9% +$2.18K 0.01% 907
2023
Q4 		$250K Buy
+8,676
New +$236K 0.01% 905

Other funds holding TY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Apollon Wealth Management's TY Position: Q2 2025 in Review

Apollon Wealth Management sold out of TRI-Continental Corp (TY) in Q2 2025, closing a stake of 9,502 shares — an estimated $291K sold.

Apollon Wealth Management first reported a position in TY in Q4 2023 and held it in 6 quarters. The position peaked at $325K in Q4 2024. 149 funds tracked by Wall St. Rank hold TY as of Q2 2025.

  • Apollon Wealth Management reported no remaining TRI-Continental Corp position as of Q2 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 9,502 TRI-Continental Corp shares in Q2 2025, an estimated $291K.
  • Apollon Wealth Management first reported a position in TRI-Continental Corp in Q4 2023 and held it in 6 quarters.
  • Apollon Wealth Management's TRI-Continental Corp position peaked at $325K in Q4 2024.
  • 149 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2025.

Based on Apollon Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.