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Atwood & Palmer’s TRI-Continental Corp TY Stock Holding History

Atwood & Palmer’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 		$93.8K Hold
2,726
– – 0.01% 204
2026
Q1 		$86.1K Hold
2,726
– – ﹤0.01% 206
2025
Q4 		$89K Hold
2,726
– – 0.01% 201
2025
Q3 		$92.7K Hold
2,726
– – 0.01% 199
2025
Q2 		$86.3K Hold
2,726
– – 0.01% 204
2025
Q1 		$83.6K Hold
2,726
– – 0.01% 195
2024
Q4 		$86.4K Hold
2,726
– – 0.01% 190
2024
Q3 		$90.1K Hold
2,726
– – 0.01% 190
2024
Q2 		$84.4K Buy
+2,726
New +$82.7K 0.01% 196

Other funds holding TY

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Atwood & Palmer's TY Position: Q2 2026 in Review

Atwood & Palmer held its TRI-Continental Corp (TY) position steady in Q2 2026 at 2,726 shares worth $93.8K. The position accounts for 0.01% of the portfolio, ranked #204.

Atwood & Palmer first reported a position in TY in Q2 2024 and has held it in 9 quarters since. 17 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Atwood & Palmer held 2,726 shares of TRI-Continental Corp worth $93.8K as of Q2 2026.
  • Atwood & Palmer left its TRI-Continental Corp share count unchanged in Q2 2026.
  • TRI-Continental Corp made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #204 holding.
  • Atwood & Palmer first reported a position in TRI-Continental Corp in Q2 2024 and has held it in 9 quarters since.
  • 17 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.