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 Q2	$240K	Hold	6,987	–	–	0.1%	79
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 $3.9B AUM 12.9% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Independent Family Office's TY Position: Q2 2026 in Review

Independent Family Office held its TRI-Continental Corp (TY) position steady in Q2 2026 at 6,987 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #79.

Independent Family Office first reported a position in TY in Q4 2020 and has held it in 17 quarters since. 158 funds tracked by Wall St. Rank hold TY as of Q2 2026.

Independent Family Office held 6,987 shares of TRI-Continental Corp worth $240K as of Q2 2026.
Independent Family Office left its TRI-Continental Corp share count unchanged in Q2 2026.
TRI-Continental Corp made up 0.1% of Independent Family Office's portfolio in Q2 2026, its #79 holding.
Independent Family Office first reported a position in TRI-Continental Corp in Q4 2020 and has held it in 17 quarters since.
158 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.