CIBC Private Wealth Group’s TRI-Continental Corp TY Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$127K	Hold	3,876	–	–	﹤0.01%	1404
2025 Q3	$132K	Hold	3,876	–	–	﹤0.01%	1364
2025 Q2	$123K	Sell	3,876 -972	-20%	-$29.5K	﹤0.01%	1312
2025 Q1	$133K	Sell	4,848 -49,622	-91%	-$1.58M	﹤0.01%	1235
2024 Q4	$1.73M	Hold	54,470	–	–	﹤0.01%	598
2024 Q3	$1.8M	Hold	54,470	–	–	﹤0.01%	584
2024 Q2	$1.7M	Buy	54,470 +1,000	+2%	+$30.3K	﹤0.01%	567
2024 Q1	$1.64M	Buy	+53,470	New	+$1.57M	﹤0.01%	571
2018 Q3	–	Sell	-3,320	Closed	-$88K	–	1674
2018 Q2	$88K	Hold	3,320	–	–	﹤0.01%	1053
2018 Q1	$87K	Sell	3,320 -508	-13%	-$13.8K	﹤0.01%	1041
2017 Q4	$103K	Buy	+3,828	New	+$100K	﹤0.01%	1034

Other funds holding TY

SCM

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

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

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIBC Private Wealth Group's TY Position: Q4 2025 in Review

CIBC Private Wealth Group held its TRI-Continental Corp (TY) position steady in Q4 2025 at 3,876 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

CIBC Private Wealth Group first reported a position in TY in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.8M in Q3 2024. 151 funds tracked by Wall St. Rank hold TY as of Q4 2025.

CIBC Private Wealth Group held 3,876 shares of TRI-Continental Corp worth $127K as of Q4 2025.
CIBC Private Wealth Group left its TRI-Continental Corp share count unchanged in Q4 2025.
TRI-Continental Corp made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1404 holding.
CIBC Private Wealth Group first reported a position in TRI-Continental Corp in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's TRI-Continental Corp position peaked at $1.8M in Q3 2024.
151 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.