Baltimore-Washington Financial Advisors’s TRI-Continental Corp TY Stock Holding History

Baltimore-Washington Financial 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 Q2	$840K	Hold	24,416	–	–	0.03%	103
2026 Q1	$771K	Hold	24,416	–	–	0.03%	98
2025 Q4	$797K	Hold	24,416	–	–	0.03%	102
2025 Q3	$830K	Hold	24,416	–	–	0.04%	102
2025 Q2	$773K	Sell	24,416 -16,388	-40%	-$497K	0.04%	99
2025 Q1	$1.25M	Sell	40,804 -16,388	-29%	-$522K	0.07%	83
2024 Q4	$1.81M	Hold	57,192	–	–	0.09%	81
2024 Q3	$1.89M	Hold	57,192	–	–	0.1%	82
2024 Q2	$1.77M	Buy	+57,192	New	+$1.74M	0.1%	82
2024 Q1	–	Sell	-57,192	Closed	-$1.65M	–	151
2023 Q4	$1.65M	Hold	57,192	–	–	0.11%	87
2023 Q3	$1.52M	Buy	+57,192	New	+$1.58M	0.12%	88

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

Baltimore-Washington Financial Advisors's TY Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors held its TRI-Continental Corp (TY) position steady in Q2 2026 at 24,416 shares worth $840K. The position accounts for 0.03% of the portfolio, ranked #103.

Baltimore-Washington Financial Advisors first reported a position in TY in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.89M in Q3 2024. 156 funds tracked by Wall St. Rank hold TY as of Q2 2026.

Baltimore-Washington Financial Advisors held 24,416 shares of TRI-Continental Corp worth $840K as of Q2 2026.
Baltimore-Washington Financial Advisors left its TRI-Continental Corp share count unchanged in Q2 2026.
TRI-Continental Corp made up 0.03% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #103 holding.
Baltimore-Washington Financial Advisors first reported a position in TRI-Continental Corp in Q3 2023 and has held it in 11 quarters since.
Baltimore-Washington Financial Advisors's TRI-Continental Corp position peaked at $1.89M in Q3 2024.
156 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.