Cetera Investment Advisers’s TRI-Continental Corp TY Stock Holding History

Cetera Investment Advisers’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	$649K	Sell	18,857 -3,751	-17%	-$129K	﹤0.01%	3450
2026 Q1	$714K	Sell	22,608 -460	-2%	-$15.1K	﹤0.01%	3203
2025 Q4	$753K	Sell	23,068 -1,631	-7%	-$55.2K	﹤0.01%	3080
2025 Q3	$840K	Sell	24,699 -454	-2%	-$15K	﹤0.01%	2927
2025 Q2	$796K	Sell	25,153 -996	-4%	-$30.2K	﹤0.01%	2575
2025 Q1	$802K	Buy	26,149 +666	+3%	+$21.2K	﹤0.01%	2448
2024 Q4	$808K	Buy	25,483 +4,717	+23%	+$157K	﹤0.01%	2314
2024 Q3	$686K	Sell	20,766 -641	-3%	-$20.3K	﹤0.01%	2392
2024 Q2	$663K	Buy	21,407 +752	+4%	+$22.8K	﹤0.01%	2383
2024 Q1	$636K	Buy	+20,655	New	+$607K	﹤0.01%	2426

Other funds holding TY

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Cetera Investment Advisers's TY Position: Q2 2026 in Review

Cetera Investment Advisers reduced its TRI-Continental Corp (TY) stake by 17% in Q2 2026, selling an estimated $129K and leaving 18,857 shares worth $649K. The position accounts for ﹤0.01% of the portfolio, ranked #3450.

Cetera Investment Advisers first reported a position in TY in Q1 2024 and has held it in 10 quarters since. The position peaked at $840K in Q3 2025. 157 funds tracked by Wall St. Rank hold TY as of Q2 2026.

Cetera Investment Advisers held 18,857 shares of TRI-Continental Corp worth $649K as of Q2 2026.
Cetera Investment Advisers sold 3,751 TRI-Continental Corp shares in Q2 2026, an estimated $129K.
TRI-Continental Corp made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3450 holding.
Cetera Investment Advisers first reported a position in TRI-Continental Corp in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's TRI-Continental Corp position peaked at $840K in Q3 2025.
157 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.