Choate Investment Advisors’s TRI-Continental Corp TY Stock Holding History

Choate Investment Advisors’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	$207K	Buy	+6,018	New	+$206K	﹤0.01%	455
2026 Q1	–	Sell	-6,578	Closed	-$215K	–	458
2025 Q4	$215K	Hold	6,578	–	–	﹤0.01%	420
2025 Q3	$224K	Hold	6,578	–	–	﹤0.01%	392
2025 Q2	$208K	Sell	6,578 -350	-5%	-$10.6K	﹤0.01%	393
2025 Q1	$212K	Hold	6,928	–	–	0.01%	379
2024 Q4	$220K	Hold	6,928	–	–	0.01%	374
2024 Q3	$229K	Hold	6,928	–	–	0.01%	355
2024 Q2	$215K	Hold	6,928	–	–	0.01%	353
2024 Q1	$213K	Buy	+6,928	New	+$204K	0.01%	384

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

Choate Investment Advisors's TY Position: Q2 2026 in Review

Choate Investment Advisors opened a new position in TRI-Continental Corp (TY) in Q2 2026: 6,018 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #455 among its holdings. This is a return to the name: Choate Investment Advisors previously reported a position in TY as recently as Q4 2025.

Choate Investment Advisors first reported a position in TY in Q1 2024 and has held it in 9 quarters since. The position peaked at $229K in Q3 2024. 156 funds tracked by Wall St. Rank hold TY as of Q2 2026.

Choate Investment Advisors held 6,018 shares of TRI-Continental Corp worth $207K as of Q2 2026.
TRI-Continental Corp was a new Choate Investment Advisors position in Q2 2026.
TRI-Continental Corp made up ﹤0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #455 holding.
Choate Investment Advisors first reported a position in TRI-Continental Corp in Q1 2024 and has held it in 9 quarters since.
Choate Investment Advisors's TRI-Continental Corp position peaked at $229K in Q3 2024.
156 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.