Focus Partners Wealth
TY icon

Focus Partners Wealth’s TRI-Continental Corp TY Stock Holding History

Focus Partners Wealth’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 		$6.28M Buy
198,736
+6,046
+3% +$198K 0.01% 857
2025
Q4 		$6.29M Buy
+192,690
New +$6.52M 0.01% 870

Other funds holding TY

SCM
Saba Capital Management New York $3.62B AUM 13% 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 $696M AUM 17.73% 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
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
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return

Focus Partners Wealth's TY Position: Q1 2026 in Review

Focus Partners Wealth increased its TRI-Continental Corp (TY) stake by 3.1% in Q1 2026, buying an estimated $198K and bringing the position to 198,736 shares worth $6.28M. The position accounts for 0.01% of the portfolio, ranked #857.

Focus Partners Wealth first reported a position in TY in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.29M in Q4 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • Focus Partners Wealth held 198,736 shares of TRI-Continental Corp worth $6.28M as of Q1 2026.
  • Focus Partners Wealth bought 6,046 TRI-Continental Corp shares in Q1 2026, an estimated $198K.
  • TRI-Continental Corp made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #857 holding.
  • Focus Partners Wealth first reported a position in TRI-Continental Corp in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's TRI-Continental Corp position peaked at $6.29M in Q4 2025.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.