EPW
TY icon

Evolve Private Wealth’s TRI-Continental Corp TY Stock Holding History

Evolve Private Wealth’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 		$1.98M Sell
57,423
-4,211
-7% -$144K 0.12% 155
2026
Q1 		$1.95M Buy
61,634
+40
+0.1% +$1.31K 0.1% 191
2025
Q4 		$2.01M Buy
+61,594
New +$2.08M 0.12% 158

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

Evolve Private Wealth's TY Position: Q2 2026 in Review

Evolve Private Wealth reduced its TRI-Continental Corp (TY) stake by 6.8% in Q2 2026, selling an estimated $144K and leaving 57,423 shares worth $1.98M. The position accounts for 0.12% of the portfolio, ranked #155.

Evolve Private Wealth first reported a position in TY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.01M in Q4 2025. 158 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Evolve Private Wealth held 57,423 shares of TRI-Continental Corp worth $1.98M as of Q2 2026.
  • Evolve Private Wealth sold 4,211 TRI-Continental Corp shares in Q2 2026, an estimated $144K.
  • TRI-Continental Corp made up 0.12% of Evolve Private Wealth's portfolio in Q2 2026, its #155 holding.
  • Evolve Private Wealth first reported a position in TRI-Continental Corp in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's TRI-Continental Corp position peaked at $2.01M in Q4 2025.
  • 158 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

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