Atlas Wealth’s TRI-Continental Corp TY Stock Holding History

Atlas Wealth’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	$784K	Buy	+22,782	New	+$781K	0.11%	103
2024 Q3	–	Sell	-24,906	Closed	-$778K	–	149
2024 Q2	$778K	Buy	+24,906	New	+$756K	0.09%	117
2023 Q4	–	Sell	-27,018	Closed	-$718K	–	137
2023 Q3	$718K	Hold	27,018	–	–	0.13%	92
2023 Q2	$759K	Sell	27,018 -2,521	-9%	-$66.9K	0.14%	96
2023 Q1	$784K	Sell	29,539 -1,263	-4%	-$33.8K	0.15%	92
2022 Q4	$789K	Buy	+30,802	New	+$823K	0.21%	69

Other funds holding TY

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Atlas Wealth's TY Position: Q2 2026 in Review

Atlas Wealth opened a new position in TRI-Continental Corp (TY) in Q2 2026: 22,782 shares worth $784K. The stake represents 0.11% of the portfolio and ranks #103 among its holdings. This is a return to the name: Atlas Wealth previously reported a position in TY as recently as Q2 2024.

Atlas Wealth first reported a position in TY in Q4 2022 and has held it in 6 quarters since. The position peaked at $789K in Q4 2022. 156 funds tracked by Wall St. Rank hold TY as of Q2 2026.

Atlas Wealth held 22,782 shares of TRI-Continental Corp worth $784K as of Q2 2026.
TRI-Continental Corp was a new Atlas Wealth position in Q2 2026.
TRI-Continental Corp made up 0.11% of Atlas Wealth's portfolio in Q2 2026, its #103 holding.
Atlas Wealth first reported a position in TRI-Continental Corp in Q4 2022 and has held it in 6 quarters since.
Atlas Wealth's TRI-Continental Corp position peaked at $789K in Q4 2022.
156 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.