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 Q2	$1.79M	Buy	51,920 +2,575	+5%	+$88.3K	0.02%	754
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 $3.9B 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

Concurrent Investment Advisors's TY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its TRI-Continental Corp (TY) stake by 5.2% in Q2 2026, buying an estimated $88.3K and bringing the position to 51,920 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #754.

Concurrent Investment Advisors first reported a position in TY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.9M in Q4 2024. 156 funds tracked by Wall St. Rank hold TY as of Q2 2026.

Concurrent Investment Advisors held 51,920 shares of TRI-Continental Corp worth $1.79M as of Q2 2026.
Concurrent Investment Advisors bought 2,575 TRI-Continental Corp shares in Q2 2026, an estimated $88.3K.
TRI-Continental Corp made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #754 holding.
Concurrent Investment Advisors first reported a position in TRI-Continental Corp in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's TRI-Continental Corp position peaked at $1.9M in Q4 2024.
156 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.