Commonwealth Equity Services’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.75M | Buy |
55,259
+1,306
| +2% | +$42.7K | ﹤0.01% | 2127 |
|
|
2025
Q4 | $1.76M | Buy |
53,953
+496
| +0.9% | +$16.8K | ﹤0.01% | 2094 |
|
|
2025
Q3 | $1.82M | Sell |
53,457
-1,569
| -3% | -$51.8K | ﹤0.01% | 2076 |
|
|
2025
Q2 | $1.74M | Sell |
55,026
-3,744
| -6% | -$114K | ﹤0.01% | 2102 |
|
|
2025
Q1 | $1.8M | Buy |
58,770
+381
| +0.7% | +$12.1K | ﹤0.01% | 1986 |
|
|
2024
Q4 | $1.85M | Buy |
58,389
+2,369
| +4% | +$78.7K | ﹤0.01% | 1929 |
|
|
2024
Q3 | $1.85M | Buy |
56,020
+11,798
| +27% | +$374K | ﹤0.01% | 1866 |
|
|
2024
Q2 | $1.37M | Sell |
44,222
-1,562
| -3% | -$47.4K | ﹤0.01% | 2047 |
|
|
2024
Q1 | $1.41M | Sell |
45,784
-2,728
| -6% | -$80.2K | ﹤0.01% | 2008 |
|
|
2023
Q4 | $1.4M | Sell |
48,512
-61,095
| -56% | -$1.66M | ﹤0.01% | 1937 |
|
|
2023
Q3 | $2.91M | Buy |
109,607
+479
| +0.4% | +$13.2K | 0.01% | 1357 |
|
|
2023
Q2 | $2.99M | Buy |
109,128
+1,256
| +1% | +$33.3K | 0.01% | 1356 |
|
|
2023
Q1 | $2.86K | Buy |
107,872
+12,245
| +13% | +$328K | 0.01% | 1321 |
|
|
2022
Q4 | $2.45M | Buy |
95,627
+1,522
| +2% | +$40.7K | 0.01% | 1377 |
|
|
2022
Q3 | $2.4M | Buy |
94,105
+38,954
| +71% | +$1.08M | 0.01% | 1303 |
|
|
2022
Q2 | $1.44M | Buy |
55,151
+719
| +1% | +$20.6K | ﹤0.01% | 1621 |
|
|
2022
Q1 | $1.68M | Buy |
54,432
+6,103
| +13% | +$189K | ﹤0.01% | 1622 |
|
|
2021
Q4 | $1.6M | Buy |
48,329
+1,630
| +3% | +$56.1K | ﹤0.01% | 1647 |
|
|
2021
Q3 | $1.56M | Buy |
46,699
+358
| +0.8% | +$12.3K | ﹤0.01% | 1603 |
|
|
2021
Q2 | $1.58M | Buy |
46,341
+1,043
| +2% | +$35.3K | ﹤0.01% | 1587 |
|
|
2021
Q1 | $1.47M | Sell |
45,298
-676
| -1% | -$20.9K | ﹤0.01% | 1520 |
|
|
2020
Q4 | $1.35M | Buy |
45,974
+3,018
| +7% | +$84.4K | ﹤0.01% | 1463 |
|
|
2020
Q3 | $1.11M | Buy |
42,956
+2,068
| +5% | +$53.8K | ﹤0.01% | 1439 |
|
|
2020
Q2 | $1.01M | Buy |
40,888
+4,314
| +12% | +$102K | ﹤0.01% | 1420 |
|
|
2020
Q1 | $764K | Buy |
36,574
+3,458
| +10% | +$90.3K | ﹤0.01% | 1417 |
|
|
2019
Q4 | $933K | Buy |
33,116
+2,511
| +8% | +$69.8K | ﹤0.01% | 1472 |
|
|
2019
Q3 | $834K | Sell |
30,605
-40,568
| -57% | -$1.09M | ﹤0.01% | 1473 |
|
|
2019
Q2 | $1.92M | Sell |
71,173
-2,152
| -3% | -$57.6K | 0.01% | 980 |
|
|
2019
Q1 | $1.93M | Buy |
73,325
+2,508
| +4% | +$64.3K | 0.01% | 936 |
|
|
2018
Q4 | $1.67M | Buy |
70,817
+6,226
| +10% | +$160K | 0.01% | 939 |
|
|
2018
Q3 | $1.8M | Buy |
64,591
+7,514
| +13% | +$207K | 0.01% | 980 |
|
|
2018
Q2 | $1.51M | Buy |
57,077
+372
| +0.7% | +$10K | 0.01% | 1053 |
|
|
2018
Q1 | $1.49M | Sell |
56,705
-2,913
| -5% | -$79.1K | 0.01% | 1034 |
|
|
2017
Q4 | $1.61M | Sell |
59,618
-870
| -1% | -$22.8K | 0.01% | 960 |
|
|
2017
Q3 | $1.54M | Sell |
60,488
-2,920
| -5% | -$72.8K | 0.01% | 945 |
|
|
2017
Q2 | $1.54M | Buy |
63,408
+3,490
| +6% | +$83.1K | 0.01% | 918 |
|
|
2017
Q1 | $1.39M | Sell |
59,918
-3,477
| -5% | -$79.6K | 0.01% | 952 |
|
|
2016
Q4 | $1.4M | Buy |
63,395
+4,830
| +8% | +$104K | 0.01% | 883 |
|
|
2016
Q3 | $1.25M | Buy |
58,565
+179
| +0.3% | +$3.8K | 0.01% | 894 |
|
|
2016
Q2 | $1.2M | Buy |
58,386
+1,768
| +3% | +$35.8K | 0.01% | 889 |
|
|
2016
Q1 | $1.13M | Buy |
56,618
+3,741
| +7% | +$70.7K | 0.01% | 894 |
|
|
2015
Q4 | $1.06M | Buy |
52,877
+2,959
| +6% | +$59.8K | 0.01% | 903 |
|
|
2015
Q3 | $973K | Sell |
49,918
-468
| -0.9% | -$9.64K | 0.01% | 910 |
|
|
2015
Q2 | $1.07M | Sell |
50,386
-3,127
| -6% | -$68.2K | 0.01% | 921 |
|
|
2015
Q1 | $1.16M | Buy |
53,513
+1,254
| +2% | +$27K | 0.01% | 873 |
|
|
2014
Q4 | $1.12M | Buy |
52,259
+3,658
| +8% | +$77K | 0.01% | 846 |
|
|
2014
Q3 | $1.01M | Sell |
48,601
-571
| -1% | -$12K | 0.01% | 857 |
|
|
2014
Q2 | $1.03M | Buy |
49,172
+28
| +0.1% | +$572 | 0.01% | 845 |
|
|
2014
Q1 | $987K | Sell |
49,144
-1,674
| -3% | -$33K | 0.01% | 808 |
|
|
2013
Q4 | $1.01M | Buy |
+50,818
| New | +$975K | 0.01% | 760 |
|
Other funds holding TY
SCM
BBPWM
UB
Commonwealth Equity Services's TY Position: Q1 2026 in Review
Commonwealth Equity Services increased its TRI-Continental Corp (TY) stake by 2.4% in Q1 2026, buying an estimated $42.7K and bringing the position to 55,259 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2127.
Commonwealth Equity Services first reported a position in TY in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.99M in Q2 2023. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.
- Commonwealth Equity Services held 55,259 shares of TRI-Continental Corp worth $1.75M as of Q1 2026.
- Commonwealth Equity Services bought 1,306 TRI-Continental Corp shares in Q1 2026, an estimated $42.7K.
- TRI-Continental Corp made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2127 holding.
- Commonwealth Equity Services first reported a position in TRI-Continental Corp in Q4 2013 and has held it in 50 quarters since.
- Commonwealth Equity Services's TRI-Continental Corp position peaked at $2.99M in Q2 2023.
- 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.