First Pacific Financial’s TRI-Continental Corp TY Stock Holding History

First Pacific Financial’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	$7.26K	Buy	230 +2	+0.9%	+$65	﹤0.01%	410
2025 Q4	$7.44K	Buy	228 +15	+7%	+$507	﹤0.01%	367
2025 Q3	$7.23K	Buy	213 +2	+0.9%	+$66	﹤0.01%	350
2025 Q2	$6.68K	Hold	211	–	–	﹤0.01%	358
2025 Q1	$6.47K	Hold	211	–	–	﹤0.01%	342
2024 Q4	$6.69K	Hold	211	–	–	﹤0.01%	287
2024 Q3	$6.97K	Hold	211	–	–	﹤0.01%	286
2024 Q2	$6.54K	Hold	211	–	–	﹤0.01%	278
2024 Q1	$6.5K	Hold	211	–	–	﹤0.01%	286
2023 Q4	$6.08K	Hold	211	–	–	﹤0.01%	265
2023 Q3	$5.61K	Hold	211	–	–	﹤0.01%	231
2023 Q2	$5.79K	Buy	+211	New	+$5.6K	﹤0.01%	201

Other funds holding TY

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Pacific Financial's TY Position: Q1 2026 in Review

First Pacific Financial increased its TRI-Continental Corp (TY) stake by 0.88% in Q1 2026, buying an estimated $65 and bringing the position to 230 shares worth $7.26K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

First Pacific Financial first reported a position in TY in Q2 2023 and has held it in 12 quarters since. The position peaked at $7.44K in Q4 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

First Pacific Financial held 230 shares of TRI-Continental Corp worth $7.26K as of Q1 2026.
First Pacific Financial bought 2 TRI-Continental Corp shares in Q1 2026, an estimated $65.
TRI-Continental Corp made up ﹤0.01% of First Pacific Financial's portfolio in Q1 2026, its #410 holding.
First Pacific Financial first reported a position in TRI-Continental Corp in Q2 2023 and has held it in 12 quarters since.
First Pacific Financial's TRI-Continental Corp position peaked at $7.44K in Q4 2025.
153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on First Pacific Financial's 13F filing for Q1 2026, filed 23 Apr 2026.