Bard Financial Services’s TRI-Continental Corp TY Stock Holding History

Bard Financial Services’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 Q3	$15.1M	Sell	444,956 -25,843	-5%	-$853K	1.66%	10
2025 Q2	$14.9M	Buy	470,799 +26,965	+6%	+$818K	1.78%	8
2025 Q1	$13.6M	Sell	443,834 -21,550	-5%	-$686K	1.66%	9
2024 Q4	$14.7M	Sell	465,384 -22,029	-5%	-$732K	1.77%	7
2024 Q3	$16.1M	Sell	487,413 -23,880	-5%	-$757K	1.9%	8
2024 Q2	$15.8M	Sell	511,293 -5,502	-1%	-$167K	1.64%	8
2024 Q1	$15.9M	Sell	516,795 -20,388	-4%	-$599K	1.69%	9
2023 Q4	$15.5M	Sell	537,183 -30,470	-5%	-$828K	1.74%	8
2023 Q3	$15.1M	Sell	567,653 -38,752	-6%	-$1.07M	1.87%	8
2023 Q2	$16.6M	Sell	606,405 -14,784	-2%	-$392K	1.26%	17
2023 Q1	$16.5M	Buy	621,189 +2,241	+0.4%	+$60K	1.32%	15
2022 Q4	$15.9M	Sell	618,948 -24,863	-4%	-$665K	1.35%	15
2022 Q3	$16.5M	Sell	643,811 -11,074	-2%	-$306K	1.54%	14
2022 Q2	$17.1M	Buy	654,885 +46,009	+8%	+$1.32M	1.57%	15
2022 Q1	$18.8M	Buy	608,876 +16,094	+3%	+$499K	1.53%	15
2021 Q4	$19.7M	Buy	592,782 +47,123	+9%	+$1.62M	1.59%	15
2021 Q3	$18.2M	Buy	545,659 +15,887	+3%	+$544K	1.61%	15
2021 Q2	$18.1M	Buy	529,772 +1,243	+0.2%	+$42.1K	1.61%	13
2021 Q1	$17.1M	Sell	528,529 -4,807	-0.9%	-$149K	1.66%	13
2020 Q4	$15.7M	Buy	+533,336	New	+$14.9M	1.57%	12

Other funds holding TY

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Kovitz Investment Group Partners

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return