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	–	1976
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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JFS Wealth Advisors's TY Position: Q4 2025 in Review

JFS Wealth Advisors sold out of TRI-Continental Corp (TY) in Q4 2025, closing a stake of 64 shares — an estimated $2.18K sold.

JFS Wealth Advisors first reported a position in TY in Q4 2022 and held it in 12 quarters. The position peaked at $34K in Q1 2024. 151 funds tracked by Wall St. Rank hold TY as of Q4 2025.

JFS Wealth Advisors reported no remaining TRI-Continental Corp position as of Q4 2025 after selling out during the quarter.
JFS Wealth Advisors sold 64 TRI-Continental Corp shares in Q4 2025, an estimated $2.18K.
JFS Wealth Advisors first reported a position in TRI-Continental Corp in Q4 2022 and held it in 12 quarters.
JFS Wealth Advisors's TRI-Continental Corp position peaked at $34K in Q1 2024.
151 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2025.

Based on JFS Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.