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

Gateway Wealth Partners’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 		– Sell
-7,440
Closed -$235K – 944
2026
Q1 		$235K Buy
+7,440
New +$244K 0.01% 849

Other funds holding TY

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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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

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

Gateway Wealth Partners sold out of TRI-Continental Corp (TY) in Q2 2026, closing a stake of 7,440 shares — an estimated $235K sold.

Gateway Wealth Partners first reported a position in TY in Q1 2026 and held it in 1 quarter. The position peaked at $235K in Q1 2026. 158 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Gateway Wealth Partners reported no remaining TRI-Continental Corp position as of Q2 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 7,440 TRI-Continental Corp shares in Q2 2026, an estimated $235K.
  • Gateway Wealth Partners first reported a position in TRI-Continental Corp in Q1 2026 and held it in 1 quarter.
  • Gateway Wealth Partners's TRI-Continental Corp position peaked at $235K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.