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

EverSource 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
2025
Q4 		– Sell
-6,137
Closed -$209K – 4455
2025
Q3 		$209K Buy
+6,137
New +$202K 0.01% 882
2023
Q3 		– Sell
-38
Closed -$1.04K – 2662
2023
Q2 		$1.04K Hold
38
– – ﹤0.01% 2204
2023
Q1 		$1.01K Hold
38
– – ﹤0.01% 2113
2022
Q4 		$974 Hold
38
– – ﹤0.01% 2093
2022
Q3 		$1K Buy
+38
New +$1.05K ﹤0.01% 1906

Other funds holding TY

SCM
Saba Capital Management New York $3.62B 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 $60.8B 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 $666B 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 $530B AUM 22.01% 1-Year Est. Return

EverSource Wealth Advisors's TY Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of TRI-Continental Corp (TY) in Q4 2025, closing a stake of 6,137 shares — an estimated $209K sold.

EverSource Wealth Advisors first reported a position in TY in Q3 2022 and held it in 5 quarters. The position peaked at $209K in Q3 2025. 151 funds tracked by Wall St. Rank hold TY as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining TRI-Continental Corp position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 6,137 TRI-Continental Corp shares in Q4 2025, an estimated $209K.
  • EverSource Wealth Advisors first reported a position in TRI-Continental Corp in Q3 2022 and held it in 5 quarters.
  • EverSource Wealth Advisors's TRI-Continental Corp position peaked at $209K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.