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 Q2	$7.5K	Sell	218 -12	-5%	-$411	﹤0.01%	441
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 $3.9B AUM 12.9% 1-Year Est. Return

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

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

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 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

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

First Pacific Financial's TY Position: Q2 2026 in Review

First Pacific Financial reduced its TRI-Continental Corp (TY) stake by 5.2% in Q2 2026, selling an estimated $411 and leaving 218 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

First Pacific Financial first reported a position in TY in Q2 2023 and has held it in 13 quarters since. 158 funds tracked by Wall St. Rank hold TY as of Q2 2026.

First Pacific Financial held 218 shares of TRI-Continental Corp worth $7.5K as of Q2 2026.
First Pacific Financial sold 12 TRI-Continental Corp shares in Q2 2026, an estimated $411.
TRI-Continental Corp made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #441 holding.
First Pacific Financial first reported a position in TRI-Continental Corp in Q2 2023 and has held it in 13 quarters since.
158 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.