JFS Wealth Advisors’s TRI-Continental Corp TY Stock Holding History

JFS Wealth 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
2025 Q4	–	Sell	-64	Closed	-$2.18K	–	1977
2025 Q3	$2.18K	Hold	64	–	–	﹤0.01%	1419
2025 Q2	$2.03K	Hold	64	–	–	﹤0.01%	1391
2025 Q1	$1.96K	Hold	64	–	–	﹤0.01%	1473
2024 Q4	$2.03K	Hold	64	–	–	﹤0.01%	1473
2024 Q3	$2.12K	Sell	64 -768	-92%	-$24.3K	﹤0.01%	1463
2024 Q2	$25.8K	Sell	832 -273	-25%	-$8.28K	﹤0.01%	549
2024 Q1	$34K	Buy	1,105 +9	+0.8%	+$265	﹤0.01%	512
2023 Q4	$31.6K	Buy	1,096 +14	+1%	+$380	﹤0.01%	488
2023 Q3	$28.8K	Buy	1,082 +10	+0.9%	+$275	﹤0.01%	466
2023 Q2	$29.4K	Buy	1,072 +13	+1%	+$345	﹤0.01%	454
2023 Q1	$28.1K	Buy	1,059 +12	+1%	+$321	﹤0.01%	464
2022 Q4	$26.8K	Buy	+1,047	New	+$28K	﹤0.01%	472

Other funds holding TY

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth

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 $501B AUM 22.01% 1-Year Est. Return