EWA
TY icon

EP Wealth Advisors’s TRI-Continental Corp TY Stock Holding History

EP Wealth 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 		$2.73M Sell
86,270
-1,850
-2% -$60.5K 0.01% 411
2025
Q4 		$2.88M Buy
+88,120
New +$2.98M 0.02% 372
2025
Q2 		$2.95M Sell
93,327
-8,534
-8% -$259K 0.02% 344
2025
Q1 		$3.12M Sell
101,861
-1,625
-2% -$51.7K 0.03% 287
2024
Q4 		$3.28M Buy
103,486
+243
+0.2% +$8.07K 0.03% 270
2024
Q3 		$3.41M Buy
+103,243
New +$3.27M 0.03% 268
2024
Q1 		– Sell
-7,345
Closed -$212K – 870
2023
Q4 		$212K Buy
+7,345
New +$199K ﹤0.01% 701

Other funds holding TY

SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B 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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return