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
Q2 		$6.45M Sell
187,432
-11,304
-6% -$387K 0.01% 856
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 $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UB
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Focus Partners Wealth's TY Position: Q2 2026 in Review

Focus Partners Wealth reduced its TRI-Continental Corp (TY) stake by 5.7% in Q2 2026, selling an estimated $387K and leaving 187,432 shares worth $6.45M. The position accounts for 0.01% of the portfolio, ranked #856.

Focus Partners Wealth first reported a position in TY in Q4 2025 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Focus Partners Wealth held 187,432 shares of TRI-Continental Corp worth $6.45M as of Q2 2026.
  • Focus Partners Wealth sold 11,304 TRI-Continental Corp shares in Q2 2026, an estimated $387K.
  • TRI-Continental Corp made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #856 holding.
  • Focus Partners Wealth first reported a position in TRI-Continental Corp in Q4 2025 and has held it in 3 quarters since.
  • 157 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.