CX Institutional’s TRI-Continental Corp TY Stock Holding History

CX Institutional’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	$21K	Buy	616 +14	+2%	+$480	﹤0.01%	1171
2026 Q1	$19K	Buy	602 +5	+0.8%	+$164	﹤0.01%	1145
2025 Q4	$19K	Buy	597 +40	+7%	+$1.35K	﹤0.01%	1111
2025 Q3	$19K	Hold	557	–	–	﹤0.01%	1112
2025 Q2	$18K	Hold	557	–	–	﹤0.01%	978
2025 Q1	$17K	Buy	+557	New	+$17.7K	﹤0.01%	963

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

CX Institutional's TY Position: Q2 2026 in Review

CX Institutional increased its TRI-Continental Corp (TY) stake by 2.3% in Q2 2026, buying an estimated $480 and bringing the position to 616 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

CX Institutional first reported a position in TY in Q1 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold TY as of Q2 2026.

CX Institutional held 616 shares of TRI-Continental Corp worth $21K as of Q2 2026.
CX Institutional bought 14 TRI-Continental Corp shares in Q2 2026, an estimated $480.
TRI-Continental Corp made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1171 holding.
CX Institutional first reported a position in TRI-Continental Corp in Q1 2025 and has held it in 6 quarters since.
17 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.