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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
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 $3.62B AUM 12.96% 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 $802M AUM 22.13% 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

Financial Plan Inc's TY Position: Q1 2026 in Review

Financial Plan Inc reduced its TRI-Continental Corp (TY) stake by 8.2% in Q1 2026, selling an estimated $32.1K and leaving 11,006 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #73.

Financial Plan Inc first reported a position in TY in Q4 2025 and has held it in 2 quarters since. The position peaked at $392K in Q4 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • Financial Plan Inc held 11,006 shares of TRI-Continental Corp worth $348K as of Q1 2026.
  • Financial Plan Inc sold 982 TRI-Continental Corp shares in Q1 2026, an estimated $32.1K.
  • TRI-Continental Corp made up 0.04% of Financial Plan Inc's portfolio in Q1 2026, its #73 holding.
  • Financial Plan Inc first reported a position in TRI-Continental Corp in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's TRI-Continental Corp position peaked at $392K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.