Beckerman Institutional’s TRI-Continental Corp TY Stock Holding History

Beckerman Institutional’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 Q1	$1.26M	Sell	39,994 -510	-1%	-$16.7K	0.67%	39
2025 Q4	$1.32M	Sell	40,504 -513	-1%	-$17.4K	0.74%	38
2025 Q3	$1.39M	Sell	41,017 -483	-1%	-$15.9K	0.82%	36
2025 Q2	$1.31M	Sell	41,500 -153	-0.4%	-$4.64K	0.87%	34
2025 Q1	$1.28M	Buy	41,653 +21	+0.1%	+$669	0.93%	33
2024 Q4	$1.32M	Buy	41,632 +708	+2%	+$23.5K	1.06%	29
2024 Q3	$1.35M	Buy	+40,924	New	+$1.3M	1.14%	28

Other funds holding TY

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beckerman Institutional's TY Position: Q1 2026 in Review

Beckerman Institutional reduced its TRI-Continental Corp (TY) stake by 1.3% in Q1 2026, selling an estimated $16.7K and leaving 39,994 shares worth $1.26M. The position accounts for 0.67% of the portfolio, ranked #39.

Beckerman Institutional first reported a position in TY in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q3 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

Beckerman Institutional held 39,994 shares of TRI-Continental Corp worth $1.26M as of Q1 2026.
Beckerman Institutional sold 510 TRI-Continental Corp shares in Q1 2026, an estimated $16.7K.
TRI-Continental Corp made up 0.67% of Beckerman Institutional's portfolio in Q1 2026, its #39 holding.
Beckerman Institutional first reported a position in TRI-Continental Corp in Q3 2024 and has held it in 7 quarters since.
Beckerman Institutional's TRI-Continental Corp position peaked at $1.39M in Q3 2025.
153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.