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 Q2	$1.38M	Buy	40,036 +42	+0.1%	+$1.44K	0.66%	41
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 $3.9B 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

Beckerman Institutional's TY Position: Q2 2026 in Review

Beckerman Institutional increased its TRI-Continental Corp (TY) stake by 0.11% in Q2 2026, buying an estimated $1.44K and bringing the position to 40,036 shares worth $1.38M. The position accounts for 0.66% of the portfolio, ranked #41.

Beckerman Institutional first reported a position in TY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.39M in Q3 2025. 157 funds tracked by Wall St. Rank hold TY as of Q2 2026.

Beckerman Institutional held 40,036 shares of TRI-Continental Corp worth $1.38M as of Q2 2026.
Beckerman Institutional bought 42 TRI-Continental Corp shares in Q2 2026, an estimated $1.44K.
TRI-Continental Corp made up 0.66% of Beckerman Institutional's portfolio in Q2 2026, its #41 holding.
Beckerman Institutional first reported a position in TRI-Continental Corp in Q3 2024 and has held it in 8 quarters since.
Beckerman Institutional's TRI-Continental Corp position peaked at $1.39M in Q3 2025.
157 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.