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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

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Bard Financial Services's TY Position: Q3 2025 in Review

Bard Financial Services reduced its TRI-Continental Corp (TY) stake by 5.5% in Q3 2025, selling an estimated $853K and leaving 444,956 shares worth $15.1M. The position accounts for 1.66% of the portfolio, ranked #10.

Bard Financial Services first reported a position in TY in Q4 2020 and has held it in 20 quarters since. The position peaked at $19.7M in Q4 2021. 154 funds tracked by Wall St. Rank hold TY as of Q3 2025.

  • Bard Financial Services held 444,956 shares of TRI-Continental Corp worth $15.1M as of Q3 2025.
  • Bard Financial Services sold 25,843 TRI-Continental Corp shares in Q3 2025, an estimated $853K.
  • TRI-Continental Corp made up 1.66% of Bard Financial Services's portfolio in Q3 2025, its #10 holding.
  • Bard Financial Services first reported a position in TRI-Continental Corp in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's TRI-Continental Corp position peaked at $19.7M in Q4 2021.
  • 154 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.