Foundations Investment Advisors’s TRI-Continental Corp TY Stock Holding History

Foundations Investment Advisors’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	$624K	Buy	18,125 +300	+2%	+$10.3K	0.01%	709
2026 Q1	$563K	Buy	17,825 +113	+0.6%	+$3.7K	0.01%	677
2025 Q4	$578K	Buy	17,712 +5,938	+50%	+$201K	0.01%	663
2025 Q3	$400K	Buy	11,774 +91	+0.8%	+$3K	0.01%	732
2025 Q2	$370K	Buy	11,683 +385	+3%	+$11.7K	0.01%	677
2025 Q1	$347K	Buy	11,298 +98	+0.9%	+$3.12K	0.01%	669
2024 Q4	$355K	Buy	11,200 +732	+7%	+$24.3K	0.01%	615
2024 Q3	$346K	Buy	10,468 +92	+0.9%	+$2.92K	0.01%	596
2024 Q2	$321K	Buy	10,376 +192	+2%	+$5.83K	0.01%	591
2024 Q1	$314K	Buy	10,184 +86	+0.9%	+$2.53K	0.01%	569
2023 Q4	$295K	Buy	10,098 +133	+1%	+$3.61K	0.01%	553
2023 Q3	$265K	Buy	9,965 +93	+0.9%	+$2.56K	0.01%	540
2023 Q2	$271K	Buy	9,872 +120	+1%	+$3.18K	0.01%	488
2023 Q1	$259K	Buy	9,752 +107	+1%	+$2.87K	0.01%	422
2022 Q4	$247K	Buy	9,645 +315	+3%	+$8.42K	0.01%	378
2022 Q3	$238K	Buy	+9,330	New	+$258K	0.01%	352

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

Foundations Investment Advisors's TY Position: Q2 2026 in Review

Foundations Investment Advisors increased its TRI-Continental Corp (TY) stake by 1.7% in Q2 2026, buying an estimated $10.3K and bringing the position to 18,125 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #709.

Foundations Investment Advisors first reported a position in TY in Q3 2022 and has held it in 16 quarters since. 158 funds tracked by Wall St. Rank hold TY as of Q2 2026.

Foundations Investment Advisors held 18,125 shares of TRI-Continental Corp worth $624K as of Q2 2026.
Foundations Investment Advisors bought 300 TRI-Continental Corp shares in Q2 2026, an estimated $10.3K.
TRI-Continental Corp made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #709 holding.
Foundations Investment Advisors first reported a position in TRI-Continental Corp in Q3 2022 and has held it in 16 quarters since.
158 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.