CA
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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
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 Sell
2,500
-2,500
-50% -$67.9K ﹤0.01% 660
2023
Q3 		$133K Buy
5,000
+2,500
+100% +$68.9K ﹤0.01% 667
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 $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return