Center for Financial Planning’s TRI-Continental Corp TY Stock Holding History

Center for Financial Planning’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	$790	Hold	25	–	–	﹤0.01%	612
2025 Q4	$817	Buy	25 +1	+4%	+$34	﹤0.01%	644
2025 Q3	$816	Hold	24	–	–	﹤0.01%	621
2025 Q2	$760	Hold	24	–	–	﹤0.01%	605
2025 Q1	$737	Hold	24	–	–	﹤0.01%	655
2024 Q4	$761	Buy	24 +1	+4%	+$33	﹤0.01%	621
2024 Q3	$760	Hold	23	–	–	﹤0.01%	530
2024 Q2	$713	Hold	23	–	–	﹤0.01%	540
2024 Q1	$709	Hold	23	–	–	﹤0.01%	568
2023 Q4	$664	Hold	23	–	–	﹤0.01%	493
2023 Q3	$612	Hold	23	–	–	﹤0.01%	490
2023 Q2	$631	Hold	23	–	–	﹤0.01%	536
2023 Q1	$611	Hold	23	–	–	﹤0.01%	496
2022 Q4	$589	Hold	23	–	–	﹤0.01%	502
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	624
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	517
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	525
2021 Q4	$1K	Buy	23 +2	+10%	+$69	﹤0.01%	527
2021 Q3	$1K	Hold	21	–	–	﹤0.01%	481
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	486
2021 Q1	$1K	Hold	21	–	–	﹤0.01%	516
2020 Q4	$1K	Hold	21	–	–	﹤0.01%	458
2020 Q3	$1K	Hold	21	–	–	﹤0.01%	433
2020 Q2	$1K	Hold	21	–	–	﹤0.01%	438
2020 Q1	$0	Hold	21	–	–	﹤0.01%	601
2019 Q4	$1K	Buy	+21	New	+$583	﹤0.01%	450

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

Center for Financial Planning's TY Position: Q1 2026 in Review

Center for Financial Planning held its TRI-Continental Corp (TY) position steady in Q1 2026 at 25 shares worth $790. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Center for Financial Planning first reported a position in TY in Q4 2019 and has held it in 26 quarters since. The position peaked at $1K in Q3 2022. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

Center for Financial Planning held 25 shares of TRI-Continental Corp worth $790 as of Q1 2026.
Center for Financial Planning left its TRI-Continental Corp share count unchanged in Q1 2026.
TRI-Continental Corp made up ﹤0.01% of Center for Financial Planning's portfolio in Q1 2026, its #612 holding.
Center for Financial Planning first reported a position in TRI-Continental Corp in Q4 2019 and has held it in 26 quarters since.
Center for Financial Planning's TRI-Continental Corp position peaked at $1K in Q3 2022.
153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.