CX Institutional
TY icon

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
Q3 		$27K Buy
796
+180
+29% +$6.33K ﹤0.01% 1169
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

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Altus Wealth Group
Altus Wealth Group Colorado Springs, Colorado $266M AUM 17.94% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Whitener Capital Management
Whitener Capital Management Rocky Mount, North Carolina $501M AUM 25.27% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

CX Institutional's TY Position: Q3 2026 in Review

CX Institutional increased its TRI-Continental Corp (TY) stake by 29% in Q3 2026, buying an estimated $6.33K and bringing the position to 796 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

CX Institutional first reported a position in TY in Q1 2025 and has held it in 7 quarters since. 32 funds tracked by Wall St. Rank hold TY as of Q3 2026.

  • CX Institutional held 796 shares of TRI-Continental Corp worth $27K as of Q3 2026.
  • CX Institutional bought 180 TRI-Continental Corp shares in Q3 2026, an estimated $6.33K.
  • TRI-Continental Corp made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1169 holding.
  • CX Institutional first reported a position in TRI-Continental Corp in Q1 2025 and has held it in 7 quarters since.
  • 32 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.