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IFP Advisors’s TRI-Continental Corp TY Stock Holding History

IFP 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 		$5.69K Hold
180
– – ﹤0.01% 3442
2025
Q4 		$5.88K Sell
180
-301
-63% -$10.2K ﹤0.01% 3333
2025
Q3 		$16.4K Buy
481
+201
+72% +$6.63K ﹤0.01% 2683
2025
Q2 		$8.87K Buy
280
+100
+56% +$3.03K ﹤0.01% 2995
2025
Q1 		$5.52K Hold
180
– – ﹤0.01% 2799
2024
Q4 		$5.7K Hold
180
– – ﹤0.01% 2741
2024
Q3 		$5.95K Hold
180
– – ﹤0.01% 2609
2024
Q2 		$5.58K Hold
180
– – ﹤0.01% 2525
2024
Q1 		$5.54K Hold
180
– – ﹤0.01% 2428
2023
Q4 		$5.19K Hold
180
– – ﹤0.01% 2412
2023
Q3 		$4.79K Sell
180
-58
-24% -$1.6K ﹤0.01% 2518
2023
Q2 		$6.53K Buy
+238
New +$6.32K ﹤0.01% 2446
2023
Q1 		– Sell
-742
Closed -$21K – 4371
2022
Q4 		$21K Sell
742
-324
-30% -$8.66K ﹤0.01% 2856
2022
Q3 		$29K Sell
1,066
-12
-1% -$332 ﹤0.01% 2804
2022
Q2 		$30K Hold
1,078
– – ﹤0.01% 2533
2022
Q1 		$30K Buy
+1,078
New +$33.4K ﹤0.01% 2533
2019
Q1 		$97K Sell
3,675
-398
-10% -$10.2K 0.01% 698
2018
Q4 		$95K Buy
4,073
+124
+3% +$3.19K 0.01% 1226
2018
Q3 		$110K Hold
3,949
– – ﹤0.01% 1420
2018
Q2 		$105K Buy
3,949
+3
+0.1% +$81 ﹤0.01% 1452
2018
Q1 		$106K Hold
3,946
– – ﹤0.01% 1352
2017
Q4 		$106K Sell
3,946
-1,609
-29% -$42.2K ﹤0.01% 1363
2017
Q3 		$142K Buy
5,555
+36
+0.7% +$897 0.01% 1351
2017
Q2 		$134K Buy
5,519
+4,469
+426% +$106K 0.01% 1369
2017
Q1 		$24K Buy
1,050
+232
+28% +$5.31K ﹤0.01% 2386
2016
Q4 		$18K Hold
818
– – ﹤0.01% 2543
2016
Q3 		$17K Hold
818
– – ﹤0.01% 2516
2016
Q2 		$17K Sell
818
-2,857
-78% -$57.8K ﹤0.01% 2462
2016
Q1 		$97K Buy
3,675
+3,293
+862% +$62.2K 0.01% 696
2015
Q4 		$8K Buy
+382
New +$7.72K ﹤0.01% 2711

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

IFP Advisors's TY Position: Q1 2026 in Review

IFP Advisors held its TRI-Continental Corp (TY) position steady in Q1 2026 at 180 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #3442.

IFP Advisors first reported a position in TY in Q4 2015 and has held it in 30 quarters since. The position peaked at $142K in Q3 2017. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • IFP Advisors held 180 shares of TRI-Continental Corp worth $5.69K as of Q1 2026.
  • IFP Advisors left its TRI-Continental Corp share count unchanged in Q1 2026.
  • TRI-Continental Corp made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3442 holding.
  • IFP Advisors first reported a position in TRI-Continental Corp in Q4 2015 and has held it in 30 quarters since.
  • IFP Advisors's TRI-Continental Corp position peaked at $142K in Q3 2017.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.