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

Crews 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
2026
Q2 		$153K Hold
4,434
– – 0.02% 257
2026
Q1 		$140K Hold
4,434
– – 0.02% 251
2025
Q4 		$145K Sell
4,434
-4,075
-48% -$138K 0.02% 248
2025
Q3 		$289K Hold
8,509
– – 0.04% 190
2025
Q2 		$269K Hold
8,509
– – 0.04% 195
2025
Q1 		$261K Hold
8,509
– – 0.04% 197
2024
Q4 		$270K Buy
+8,509
New +$283K 0.05% 189

Other funds holding TY

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Crews Bank & Trust's TY Position: Q2 2026 in Review

Crews Bank & Trust held its TRI-Continental Corp (TY) position steady in Q2 2026 at 4,434 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #257.

Crews Bank & Trust first reported a position in TY in Q4 2024 and has held it in 7 quarters since. The position peaked at $289K in Q3 2025. 17 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Crews Bank & Trust held 4,434 shares of TRI-Continental Corp worth $153K as of Q2 2026.
  • Crews Bank & Trust left its TRI-Continental Corp share count unchanged in Q2 2026.
  • TRI-Continental Corp made up 0.02% of Crews Bank & Trust's portfolio in Q2 2026, its #257 holding.
  • Crews Bank & Trust first reported a position in TRI-Continental Corp in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's TRI-Continental Corp position peaked at $289K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.