IFWM
TY icon

Institute for Wealth Management’s TRI-Continental Corp TY Stock Holding History

Institute for Wealth Management’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 		$156K Buy
+4,538
New +$156K 0.01% 574
2018
Q1 		– Sell
-8,197
Closed -$219K – 390
2017
Q4 		$219K Buy
+8,197
New +$215K 0.05% 347
2017
Q3 		– Sell
-8,186
Closed -$200K – 386
2017
Q2 		$200K Buy
+8,186
New +$195K 0.06% 379

Other funds holding TY

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UB
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

Institute for Wealth Management's TY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in TRI-Continental Corp (TY) in Q2 2026: 4,538 shares worth $156K. The stake represents 0.01% of the portfolio and ranks #574 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in TY as recently as Q4 2017.

Institute for Wealth Management first reported a position in TY in Q2 2017 and has held it in 3 quarters since. The position peaked at $219K in Q4 2017. 156 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Institute for Wealth Management held 4,538 shares of TRI-Continental Corp worth $156K as of Q2 2026.
  • TRI-Continental Corp was a new Institute for Wealth Management position in Q2 2026.
  • TRI-Continental Corp made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #574 holding.
  • Institute for Wealth Management first reported a position in TRI-Continental Corp in Q2 2017 and has held it in 3 quarters since.
  • Institute for Wealth Management's TRI-Continental Corp position peaked at $219K in Q4 2017.
  • 156 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.