Harbour Investments’s TRI-Continental Corp TY Stock Holding History

Harbour Investments’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	$70.3K	Buy	2,225 +1,974	+786%	+$64.6K	﹤0.01%	2150
2025 Q4	$8.2K	Hold	251	–	–	﹤0.01%	2832
2025 Q3	$8.53K	Hold	251	–	–	﹤0.01%	2761
2025 Q2	$7.95K	Hold	251	–	–	﹤0.01%	2677
2025 Q1	$7.7K	Hold	251	–	–	﹤0.01%	2640
2024 Q4	$7.95K	Hold	251	–	–	﹤0.01%	2553
2024 Q3	$8.29K	Hold	251	–	–	﹤0.01%	2437
2024 Q2	$7.77K	Hold	251	–	–	﹤0.01%	2366
2024 Q1	$7.73K	Hold	251	–	–	﹤0.01%	2323
2023 Q4	$7.24K	Hold	251	–	–	﹤0.01%	2277
2023 Q3	$6.67K	Hold	251	–	–	﹤0.01%	2185
2023 Q2	$6.88K	Hold	251	–	–	﹤0.01%	2184
2023 Q1	$6.66K	Hold	251	–	–	﹤0.01%	2182
2022 Q4	$6.43K	Hold	251	–	–	﹤0.01%	2144
2022 Q3	$7K	Hold	251	–	–	﹤0.01%	2082
2022 Q2	$7K	Buy	+251	New	+$7.21K	﹤0.01%	2082
2021 Q4	$10K	Hold	301	–	–	﹤0.01%	1945
2021 Q3	$10K	Hold	301	–	–	﹤0.01%	2688
2021 Q2	$10K	Buy	+301	New	+$10.2K	﹤0.01%	2751

Other funds holding TY

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harbour Investments's TY Position: Q1 2026 in Review

Harbour Investments increased its TRI-Continental Corp (TY) stake by 786% in Q1 2026, buying an estimated $64.6K and bringing the position to 2,225 shares worth $70.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

Harbour Investments first reported a position in TY in Q2 2021 and has held it in 19 quarters since. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

Harbour Investments held 2,225 shares of TRI-Continental Corp worth $70.3K as of Q1 2026.
Harbour Investments bought 1,974 TRI-Continental Corp shares in Q1 2026, an estimated $64.6K.
TRI-Continental Corp made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2150 holding.
Harbour Investments first reported a position in TRI-Continental Corp in Q2 2021 and has held it in 19 quarters since.
153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.