BFS
TY icon

Bradley Foster & Sargent’s TRI-Continental Corp TY Stock Holding History

Bradley Foster & Sargent’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 		$205K Buy
+5,963
New +$204K ﹤0.01% 526
2025
Q4 		– Sell
-5,963
Closed -$203K – 546
2025
Q3 		$203K Buy
+5,963
New +$197K ﹤0.01% 531
2021
Q3 		– Sell
-5,963
Closed -$203K – 420
2021
Q2 		$203K Buy
+5,963
New +$202K ﹤0.01% 391

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

Bradley Foster & Sargent's TY Position: Q2 2026 in Review

Bradley Foster & Sargent opened a new position in TRI-Continental Corp (TY) in Q2 2026: 5,963 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #526 among its holdings. This is a return to the name: Bradley Foster & Sargent previously reported a position in TY as recently as Q3 2025.

Bradley Foster & Sargent first reported a position in TY in Q2 2021 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Bradley Foster & Sargent held 5,963 shares of TRI-Continental Corp worth $205K as of Q2 2026.
  • TRI-Continental Corp was a new Bradley Foster & Sargent position in Q2 2026.
  • TRI-Continental Corp made up ﹤0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #526 holding.
  • Bradley Foster & Sargent first reported a position in TRI-Continental Corp in Q2 2021 and has held it in 3 quarters since.
  • 157 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.