CRI
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Commonwealth Retirement Investments’s TRI-Continental Corp TY Stock Holding History

Commonwealth Retirement Investments’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 		$31K Buy
+900
New +$30.8K 0.01% 212
2026
Q1 		– Sell
-900
Closed -$29.4K – 384
2025
Q4 		$29.4K Buy
+900
New +$30.4K 0.01% 214

Other funds holding TY

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UB
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

Commonwealth Retirement Investments's TY Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in TRI-Continental Corp (TY) in Q2 2026: 900 shares worth $31K. The stake represents 0.01% of the portfolio and ranks #212 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in TY as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in TY in Q4 2025 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Commonwealth Retirement Investments held 900 shares of TRI-Continental Corp worth $31K as of Q2 2026.
  • TRI-Continental Corp was a new Commonwealth Retirement Investments position in Q2 2026.
  • TRI-Continental Corp made up 0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #212 holding.
  • Commonwealth Retirement Investments first reported a position in TRI-Continental Corp in Q4 2025 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.