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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
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 $3.62B 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Foundations Investment Advisors's TY Position: Q1 2026 in Review

Foundations Investment Advisors increased its TRI-Continental Corp (TY) stake by 0.64% in Q1 2026, buying an estimated $3.7K and bringing the position to 17,825 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #677.

Foundations Investment Advisors first reported a position in TY in Q3 2022 and has held it in 15 quarters since. The position peaked at $578K in Q4 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • Foundations Investment Advisors held 17,825 shares of TRI-Continental Corp worth $563K as of Q1 2026.
  • Foundations Investment Advisors bought 113 TRI-Continental Corp shares in Q1 2026, an estimated $3.7K.
  • TRI-Continental Corp made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #677 holding.
  • Foundations Investment Advisors first reported a position in TRI-Continental Corp in Q3 2022 and has held it in 15 quarters since.
  • Foundations Investment Advisors's TRI-Continental Corp position peaked at $578K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.