Cora Capital Advisors’s TRI-Continental Corp TY Stock Holding History

Cora Capital 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	$378K	Hold	11,981	–	–	0.13%	83
2025 Q4	$391K	Buy	11,981 +706	+6%	+$23.9K	0.15%	74
2025 Q3	$383K	Hold	11,275	–	–	0.16%	69
2025 Q2	$357K	Buy	11,275 +270	+2%	+$8.19K	0.16%	69
2025 Q1	$338K	Hold	11,005	–	–	0.16%	69
2024 Q4	$349K	Buy	11,005 +522	+5%	+$17.3K	0.17%	70
2024 Q3	$346K	Hold	10,483	–	–	0.17%	69
2024 Q2	$325K	Buy	10,483 +95	+0.9%	+$2.88K	0.17%	68
2024 Q1	$320K	Hold	10,388	–	–	0.17%	65
2023 Q4	$299K	Buy	10,388 +36	+0.3%	+$978	0.18%	72
2023 Q3	$275K	Sell	10,352 -3,000	-22%	-$82.6K	0.18%	73
2023 Q2	$366K	Buy	13,352 +20	+0.2%	+$531	0.24%	62
2023 Q1	$354K	Hold	13,332	–	–	0.26%	54
2022 Q4	$342K	Buy	+13,332	New	+$356K	0.24%	50

Other funds holding TY

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cora Capital Advisors's TY Position: Q1 2026 in Review

Cora Capital Advisors held its TRI-Continental Corp (TY) position steady in Q1 2026 at 11,981 shares worth $378K. The position accounts for 0.13% of the portfolio, ranked #83.

Cora Capital Advisors first reported a position in TY in Q4 2022 and has held it in 14 quarters since. The position peaked at $391K in Q4 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

Cora Capital Advisors held 11,981 shares of TRI-Continental Corp worth $378K as of Q1 2026.
Cora Capital Advisors left its TRI-Continental Corp share count unchanged in Q1 2026.
TRI-Continental Corp made up 0.13% of Cora Capital Advisors's portfolio in Q1 2026, its #83 holding.
Cora Capital Advisors first reported a position in TRI-Continental Corp in Q4 2022 and has held it in 14 quarters since.
Cora Capital Advisors's TRI-Continental Corp position peaked at $391K in Q4 2025.
153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.