Independent Family Office’s TRI-Continental Corp TY Stock Holding History

Independent Family Office’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	$221K	Hold	6,987	–	–	0.09%	85
2025 Q4	$228K	Hold	6,987	–	–	0.1%	76
2025 Q3	$238K	Hold	6,987	–	–	0.1%	73
2025 Q2	$221K	Hold	6,987	–	–	0.1%	72
2025 Q1	$214K	Hold	6,987	–	–	0.11%	68
2024 Q4	$221K	Hold	6,987	–	–	0.12%	68
2024 Q3	$231K	Hold	6,987	–	–	0.12%	69
2024 Q2	$216K	Hold	6,987	–	–	0.12%	68
2024 Q1	$215K	Hold	6,987	–	–	0.12%	72
2023 Q4	$201K	Buy	+6,987	New	+$190K	0.11%	71
2022 Q2	–	Sell	-6,987	Closed	-$215K	–	73
2022 Q1	$215K	Hold	6,987	–	–	0.07%	66
2021 Q4	$232K	Hold	6,987	–	–	0.09%	52
2021 Q3	$233K	Hold	6,987	–	–	0.1%	45
2021 Q2	$238K	Hold	6,987	–	–	0.09%	52
2021 Q1	$227K	Hold	6,987	–	–	0.09%	59
2020 Q4	$206K	Buy	+6,987	New	+$195K	0.09%	62

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

Independent Family Office's TY Position: Q1 2026 in Review

Independent Family Office held its TRI-Continental Corp (TY) position steady in Q1 2026 at 6,987 shares worth $221K. The position accounts for 0.09% of the portfolio, ranked #85.

Independent Family Office first reported a position in TY in Q4 2020 and has held it in 16 quarters since. The position peaked at $238K in Q2 2021. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

Independent Family Office held 6,987 shares of TRI-Continental Corp worth $221K as of Q1 2026.
Independent Family Office left its TRI-Continental Corp share count unchanged in Q1 2026.
TRI-Continental Corp made up 0.09% of Independent Family Office's portfolio in Q1 2026, its #85 holding.
Independent Family Office first reported a position in TRI-Continental Corp in Q4 2020 and has held it in 16 quarters since.
Independent Family Office's TRI-Continental Corp position peaked at $238K in Q2 2021.
153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.