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Concurrent Investment Advisors’s TRI-Continental Corp TY Stock Holding History

Concurrent Investment 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 		$1.56M Buy
49,345
+4,533
+10% +$148K 0.02% 703
2025
Q4 		$1.46M Buy
44,812
+6,410
+17% +$217K 0.02% 686
2025
Q3 		$1.31M Buy
38,402
+2,959
+8% +$97.6K 0.02% 582
2025
Q2 		$1.12M Buy
35,443
+679
+2% +$20.6K 0.02% 566
2025
Q1 		$1.07M Sell
34,764
-25,107
-42% -$799K 0.03% 535
2024
Q4 		$1.9M Buy
59,871
+29,212
+95% +$971K 0.05% 335
2024
Q3 		$1.01M Buy
30,659
+1,321
+5% +$41.9K 0.03% 459
2024
Q2 		$909K Buy
29,338
+4,869
+20% +$148K 0.03% 452
2024
Q1 		$754K Buy
24,469
+620
+3% +$18.2K 0.03% 440
2023
Q4 		$688K Buy
+23,849
New +$648K 0.03% 414

Other funds holding TY

SCM
Saba Capital Management New York $3.12B 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 $60.7B 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 $564B 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 $501B AUM 22.01% 1-Year Est. Return