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HM Payson & Co’s TRI-Continental Corp TY Stock Holding History

HM Payson & Co’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 		$40.9K Buy
1,202
+18
+2% +$617 ﹤0.01% 748
2026
Q1 		$40.3K Hold
1,184
– – ﹤0.01% 732
2025
Q4 		$40.3K Buy
1,184
+70
+6% +$2.37K ﹤0.01% 733
2025
Q3 		$35.3K Buy
+1,114
New +$36.8K ﹤0.01% 755

Other funds holding TY

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

HM Payson & Co's TY Position: Q2 2026 in Review

HM Payson & Co increased its TRI-Continental Corp (TY) stake by 1.5% in Q2 2026, buying an estimated $617 and bringing the position to 1,202 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

HM Payson & Co first reported a position in TY in Q3 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • HM Payson & Co held 1,202 shares of TRI-Continental Corp worth $40.9K as of Q2 2026.
  • HM Payson & Co bought 18 TRI-Continental Corp shares in Q2 2026, an estimated $617.
  • TRI-Continental Corp made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #748 holding.
  • HM Payson & Co first reported a position in TRI-Continental Corp in Q3 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.