BTI
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Blue Trust Inc’s TRI-Continental Corp TY Stock Holding History

Blue Trust Inc’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 		– Sell
-368
Closed -$11.6K – 2653
2026
Q1 		$11.6K Hold
368
– – ﹤0.01% 1798
2025
Q4 		$12K Hold
368
– – ﹤0.01% 1818
2025
Q3 		$12.5K Hold
368
– – ﹤0.01% 1808
2025
Q2 		$11.7K Hold
368
– – ﹤0.01% 1836
2025
Q1 		$11.3K Hold
368
– – ﹤0.01% 1845
2024
Q4 		$11.7K Hold
368
– – ﹤0.01% 1782
2024
Q3 		$11.4K Buy
+368
New +$11.7K ﹤0.01% 2143

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
Allspring Global Investments
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UB
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

Blue Trust Inc's TY Position: Q2 2026 in Review

Blue Trust Inc sold out of TRI-Continental Corp (TY) in Q2 2026, closing a stake of 368 shares — an estimated $11.6K sold.

Blue Trust Inc first reported a position in TY in Q3 2024 and held it in 7 quarters. The position peaked at $12.5K in Q3 2025. 157 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Blue Trust Inc reported no remaining TRI-Continental Corp position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 368 TRI-Continental Corp shares in Q2 2026, an estimated $11.6K.
  • Blue Trust Inc first reported a position in TRI-Continental Corp in Q3 2024 and held it in 7 quarters.
  • Blue Trust Inc's TRI-Continental Corp position peaked at $12.5K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.