First Merchants Corp’s TRI-Continental Corp TY Stock Holding History

First Merchants Corp’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 Q4	–	Sell	-27,607	Closed	-$939K	–	374
2025 Q3	$939K	Hold	27,607	–	–	0.04%	212
2025 Q2	$874K	Hold	27,607	–	–	0.03%	220
2025 Q1	$847K	Hold	27,607	–	–	0.03%	225
2024 Q4	$875K	Hold	27,607	–	–	0.03%	242
2024 Q3	$912K	Hold	27,607	–	–	0.03%	238
2024 Q2	$855K	Buy	+27,607	New	+$838K	0.03%	239
2014 Q2	–	Sell	-11,952	Closed	-$240K	–	135
2014 Q1	$240K	Buy	+11,952	New	+$235K	0.08%	128

Other funds holding TY

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Merchants Corp's TY Position: Q4 2025 in Review

First Merchants Corp sold out of TRI-Continental Corp (TY) in Q4 2025, closing a stake of 27,607 shares — an estimated $939K sold.

First Merchants Corp first reported a position in TY in Q1 2014 and held it in 7 quarters. The position peaked at $939K in Q3 2025. 151 funds tracked by Wall St. Rank hold TY as of Q4 2025.

First Merchants Corp reported no remaining TRI-Continental Corp position as of Q4 2025 after selling out during the quarter.
First Merchants Corp sold 27,607 TRI-Continental Corp shares in Q4 2025, an estimated $939K.
First Merchants Corp first reported a position in TRI-Continental Corp in Q1 2014 and held it in 7 quarters.
First Merchants Corp's TRI-Continental Corp position peaked at $939K in Q3 2025.
151 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2025.

Based on First Merchants Corp's 13F filing for Q4 2025, filed 12 Jan 2026.