Clearstead Advisors’s TRI-Continental Corp TY Stock Holding History

Clearstead 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	$86K	Hold	2,500	–	–	﹤0.01%	1335
2026 Q1	$79K	Hold	2,500	–	–	﹤0.01%	1194
2025 Q4	$81.7K	Hold	2,500	–	–	﹤0.01%	1186
2025 Q3	$85K	Hold	2,500	–	–	﹤0.01%	1099
2025 Q2	$79.2K	Hold	2,500	–	–	﹤0.01%	1138
2025 Q1	$76.7K	Hold	2,500	–	–	﹤0.01%	1057
2024 Q4	$79.2K	Hold	2,500	–	–	﹤0.01%	1067
2024 Q3	$82.6K	Hold	2,500	–	–	﹤0.01%	1073
2024 Q2	$77.4K	Hold	2,500	–	–	﹤0.01%	1057
2024 Q1	$75.9K	Hold	2,500	–	–	﹤0.01%	661
2023 Q4	$72.1K	Hold	2,500	–	–	﹤0.01%	660
2023 Q3	$66.5K	Hold	2,500	–	–	﹤0.01%	644
2023 Q2	$68.5K	Hold	2,500	–	–	﹤0.01%	662
2023 Q1	$66.4K	Hold	2,500	–	–	﹤0.01%	597
2022 Q4	$64.1K	Hold	2,500	–	–	0.01%	588
2022 Q3	$64K	Hold	2,500	–	–	0.01%	566
2022 Q2	$65K	Hold	2,500	–	–	0.01%	573
2022 Q1	$77K	Hold	2,500	–	–	0.01%	596
2021 Q4	$83K	Buy	+2,500	New	+$86K	0.01%	566

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

Clearstead Advisors's TY Position: Q2 2026 in Review

Clearstead Advisors held its TRI-Continental Corp (TY) position steady in Q2 2026 at 2,500 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Clearstead Advisors first reported a position in TY in Q4 2021 and has held it in 19 quarters since. 157 funds tracked by Wall St. Rank hold TY as of Q2 2026.

Clearstead Advisors held 2,500 shares of TRI-Continental Corp worth $86K as of Q2 2026.
Clearstead Advisors left its TRI-Continental Corp share count unchanged in Q2 2026.
TRI-Continental Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1335 holding.
Clearstead Advisors first reported a position in TRI-Continental Corp in Q4 2021 and has held it in 19 quarters since.
157 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.