FPI
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Financial Plan Inc’s TRI-Continental Corp TY Stock Holding History

Financial Plan Inc’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 		$451K Buy
13,091
+2,085
+19% +$71.5K 0.04% 68
2026
Q1 		$348K Sell
11,006
-982
-8% -$32.1K 0.04% 73
2025
Q4 		$392K Buy
+11,988
New +$406K 0.04% 67

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

Financial Plan Inc's TY Position: Q2 2026 in Review

Financial Plan Inc increased its TRI-Continental Corp (TY) stake by 19% in Q2 2026, buying an estimated $71.5K and bringing the position to 13,091 shares worth $451K. The position accounts for 0.04% of the portfolio, ranked #68.

Financial Plan Inc first reported a position in TY in Q4 2025 and has held it in 3 quarters since. 158 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Financial Plan Inc held 13,091 shares of TRI-Continental Corp worth $451K as of Q2 2026.
  • Financial Plan Inc bought 2,085 TRI-Continental Corp shares in Q2 2026, an estimated $71.5K.
  • TRI-Continental Corp made up 0.04% of Financial Plan Inc's portfolio in Q2 2026, its #68 holding.
  • Financial Plan Inc first reported a position in TRI-Continental Corp in Q4 2025 and has held it in 3 quarters since.
  • 158 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.