Joel Isaacson & Co’s TRI-Continental Corp TY Stock Holding History

Joel Isaacson & Co’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	$429K	Buy	12,466 +600	+5%	+$20.6K	0.01%	326
2026 Q1	$375K	Hold	11,866	–	–	0.01%	324
2025 Q4	$388K	Hold	11,866	–	–	0.01%	318
2025 Q3	$403K	Hold	11,866	–	–	0.01%	302
2025 Q2	$376K	Sell	11,866 -6,615	-36%	-$201K	0.02%	296
2025 Q1	$567K	Buy	+18,481	New	+$588K	0.03%	225
2017 Q1	–	Sell	-921	Closed	-$20K	–	506
2016 Q4	$20K	Hold	921	–	–	﹤0.01%	430
2016 Q3	$20K	Buy	+921	New	+$19.6K	﹤0.01%	465

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

Joel Isaacson & Co's TY Position: Q2 2026 in Review

Joel Isaacson & Co increased its TRI-Continental Corp (TY) stake by 5.1% in Q2 2026, buying an estimated $20.6K and bringing the position to 12,466 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #326.

Joel Isaacson & Co first reported a position in TY in Q3 2016 and has held it in 8 quarters since. The position peaked at $567K in Q1 2025. 158 funds tracked by Wall St. Rank hold TY as of Q2 2026.

Joel Isaacson & Co held 12,466 shares of TRI-Continental Corp worth $429K as of Q2 2026.
Joel Isaacson & Co bought 600 TRI-Continental Corp shares in Q2 2026, an estimated $20.6K.
TRI-Continental Corp made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #326 holding.
Joel Isaacson & Co first reported a position in TRI-Continental Corp in Q3 2016 and has held it in 8 quarters since.
Joel Isaacson & Co's TRI-Continental Corp position peaked at $567K in Q1 2025.
158 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.