JF
TY icon

JSF Financial’s TRI-Continental Corp TY Stock Holding History

JSF Financial’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
Q1 		– Sell
-9,787
Closed -$310K – 137
2024
Q4 		$310K Buy
+9,787
New +$325K 0.08% 101

Other funds holding TY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

JSF Financial's TY Position: Q1 2025 in Review

JSF Financial sold out of TRI-Continental Corp (TY) in Q1 2025, closing a stake of 9,787 shares — an estimated $310K sold.

JSF Financial first reported a position in TY in Q4 2024 and held it in 1 quarter. The position peaked at $310K in Q4 2024. 145 funds tracked by Wall St. Rank hold TY as of Q1 2025.

  • JSF Financial reported no remaining TRI-Continental Corp position as of Q1 2025 after selling out during the quarter.
  • JSF Financial sold 9,787 TRI-Continental Corp shares in Q1 2025, an estimated $310K.
  • JSF Financial first reported a position in TRI-Continental Corp in Q4 2024 and held it in 1 quarter.
  • JSF Financial's TRI-Continental Corp position peaked at $310K in Q4 2024.
  • 145 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2025.

Based on JSF Financial's 13F filing for Q1 2025, filed 7 May 2025.