Cerity Partners
TY icon

Cerity Partners’s TRI-Continental Corp TY Stock Holding History

Cerity Partners’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 		$580K Buy
18,346
+3,244
+21% +$106K ﹤0.01% 2191
2025
Q4 		$493K Buy
15,102
+927
+7% +$31.4K ﹤0.01% 2121
2025
Q3 		$482K Buy
+14,175
New +$468K ﹤0.01% 1998

Other funds holding TY

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners's TY Position: Q1 2026 in Review

Cerity Partners increased its TRI-Continental Corp (TY) stake by 21% in Q1 2026, buying an estimated $106K and bringing the position to 18,346 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

Cerity Partners first reported a position in TY in Q3 2025 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • Cerity Partners held 18,346 shares of TRI-Continental Corp worth $580K as of Q1 2026.
  • Cerity Partners bought 3,244 TRI-Continental Corp shares in Q1 2026, an estimated $106K.
  • TRI-Continental Corp made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2191 holding.
  • Cerity Partners first reported a position in TRI-Continental Corp in Q3 2025 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.