CBT
TY icon

CoreFirst Bank & Trust’s TRI-Continental Corp TY Stock Holding History

CoreFirst Bank & Trust’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
2025
Q1 		– Sell
-1,100
Closed -$34.9K – 327
2024
Q4 		$34.9K Buy
+1,100
New +$36.5K 0.02% 238

Other funds holding TY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

CoreFirst Bank & Trust's TY Position: Q1 2025 in Review

CoreFirst Bank & Trust sold out of TRI-Continental Corp (TY) in Q1 2025, closing a stake of 1,100 shares — an estimated $34.9K sold.

CoreFirst Bank & Trust first reported a position in TY in Q4 2024 and held it in 1 quarter. The position peaked at $34.9K in Q4 2024. 145 funds tracked by Wall St. Rank hold TY as of Q1 2025.

  • CoreFirst Bank & Trust reported no remaining TRI-Continental Corp position as of Q1 2025 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 1,100 TRI-Continental Corp shares in Q1 2025, an estimated $34.9K.
  • CoreFirst Bank & Trust first reported a position in TRI-Continental Corp in Q4 2024 and held it in 1 quarter.
  • CoreFirst Bank & Trust's TRI-Continental Corp position peaked at $34.9K in Q4 2024.
  • 145 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2025.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2025, filed 29 Apr 2025.