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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
Q2 		$2.58M Sell
75,065
-11,205
-13% -$384K 0.01% 520
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 $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

EP Wealth Advisors's TY Position: Q2 2026 in Review

EP Wealth Advisors reduced its TRI-Continental Corp (TY) stake by 13% in Q2 2026, selling an estimated $384K and leaving 75,065 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #520.

EP Wealth Advisors first reported a position in TY in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.41M in Q3 2024. 156 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • EP Wealth Advisors held 75,065 shares of TRI-Continental Corp worth $2.58M as of Q2 2026.
  • EP Wealth Advisors sold 11,205 TRI-Continental Corp shares in Q2 2026, an estimated $384K.
  • TRI-Continental Corp made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #520 holding.
  • EP Wealth Advisors first reported a position in TRI-Continental Corp in Q4 2023 and has held it in 8 quarters since.
  • EP Wealth Advisors's TRI-Continental Corp position peaked at $3.41M in Q3 2024.
  • 156 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.