First Community Trust’s TRI-Continental Corp TY Stock Holding History

First Community Trust’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 Q2	–	Sell	-1,500	Closed	-$46K	–	334
2025 Q1	$46K	Hold	1,500	–	–	0.04%	172
2024 Q4	$47.5K	Sell	1,500 -1,500	-50%	-$49.8K	0.03%	175
2024 Q3	$99.1K	Hold	3,000	–	–	0.08%	127
2024 Q2	$92.9K	Hold	3,000	–	–	0.08%	116
2024 Q1	$92.4K	Hold	3,000	–	–	0.09%	110
2023 Q4	$86.5K	Hold	3,000	–	–	0.09%	106
2023 Q3	$79.8K	Hold	3,000	–	–	0.09%	108
2023 Q2	$82.3K	Hold	3,000	–	–	0.09%	104
2023 Q1	$79.7K	Hold	3,000	–	–	0.09%	109
2022 Q4	$77K	Hold	3,000	–	–	0.09%	110
2022 Q3	$77K	Hold	3,000	–	–	0.11%	98
2022 Q2	$79K	Hold	3,000	–	–	0.09%	120
2022 Q1	$93K	Hold	3,000	–	–	0.09%	117
2021 Q4	$99.6K	Buy	+3,000	New	+$103K	0.08%	111

Other funds holding TY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Kovitz Investment Group Partners

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return