Jones Financial Companies
TY icon

Jones Financial Companies’s TRI-Continental Corp TY Stock Holding History

Jones Financial Companies’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
Q1 		$81.7K Hold
2,639
– – ﹤0.01% 2750
2025
Q4 		$86.2K Buy
2,639
+283
+12% +$9.57K ﹤0.01% 2270
2025
Q3 		$79.6K Hold
2,356
– – ﹤0.01% 2172
2025
Q2 		$74.3K Sell
2,356
-2,268
-49% -$68.8K ﹤0.01% 2062
2025
Q1 		$142K Buy
4,624
+2,858
+162% +$91K ﹤0.01% 1625
2024
Q4 		$56K Hold
1,766
– – ﹤0.01% 1836
2024
Q3 		$57.9K Buy
+1,766
New +$56K ﹤0.01% 1589

Other funds holding TY

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BBPWM
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies's TY Position: Q1 2026 in Review

Jones Financial Companies held its TRI-Continental Corp (TY) position steady in Q1 2026 at 2,639 shares worth $81.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2750.

Jones Financial Companies first reported a position in TY in Q3 2024 and has held it in 7 quarters since. The position peaked at $142K in Q1 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • Jones Financial Companies held 2,639 shares of TRI-Continental Corp worth $81.7K as of Q1 2026.
  • Jones Financial Companies left its TRI-Continental Corp share count unchanged in Q1 2026.
  • TRI-Continental Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2750 holding.
  • Jones Financial Companies first reported a position in TRI-Continental Corp in Q3 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's TRI-Continental Corp position peaked at $142K in Q1 2025.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.