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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
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 $3.62B 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

Evolve Private Wealth's TY Position: Q1 2026 in Review

Evolve Private Wealth increased its TRI-Continental Corp (TY) stake by 0.06% in Q1 2026, buying an estimated $1.31K and bringing the position to 61,634 shares worth $1.95M. The position accounts for 0.1% of the portfolio, ranked #191.

Evolve Private Wealth first reported a position in TY in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.01M in Q4 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • Evolve Private Wealth held 61,634 shares of TRI-Continental Corp worth $1.95M as of Q1 2026.
  • Evolve Private Wealth bought 40 TRI-Continental Corp shares in Q1 2026, an estimated $1.31K.
  • TRI-Continental Corp made up 0.1% of Evolve Private Wealth's portfolio in Q1 2026, its #191 holding.
  • Evolve Private Wealth first reported a position in TRI-Continental Corp in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's TRI-Continental Corp position peaked at $2.01M in Q4 2025.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.