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
Q2 		$613K Sell
17,810
-536
-3% -$18.4K ﹤0.01% 2308
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 $3.9B 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

Cerity Partners's TY Position: Q2 2026 in Review

Cerity Partners reduced its TRI-Continental Corp (TY) stake by 2.9% in Q2 2026, selling an estimated $18.4K and leaving 17,810 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #2308.

Cerity Partners first reported a position in TY in Q3 2025 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Cerity Partners held 17,810 shares of TRI-Continental Corp worth $613K as of Q2 2026.
  • Cerity Partners sold 536 TRI-Continental Corp shares in Q2 2026, an estimated $18.4K.
  • TRI-Continental Corp made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2308 holding.
  • Cerity Partners first reported a position in TRI-Continental Corp in Q3 2025 and has held it in 4 quarters since.
  • 158 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.