KMC
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Kirr Marbach & Co’s TRI-Continental Corp TY Stock Holding History

Kirr Marbach & 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 		$684K Hold
19,882
– – 0.12% 46
2026
Q1 		$628K Hold
19,882
– – 0.11% 46
2025
Q4 		$649K Hold
19,882
– – 0.12% 46
2025
Q3 		$676K Hold
19,882
– – 0.12% 44
2025
Q2 		$629K Hold
19,882
– – 0.12% 44
2025
Q1 		$610K Hold
19,882
– – 0.14% 45
2024
Q4 		$630K Hold
19,882
– – 0.14% 45
2024
Q3 		$657K Hold
19,882
– – 0.15% 44
2024
Q2 		$616K Buy
19,882
+5,000
+34% +$152K 0.15% 45
2024
Q1 		$458K Hold
14,882
– – 0.11% 44
2023
Q4 		$429K Hold
14,882
– – 0.11% 44
2023
Q3 		$396K Buy
14,882
+950
+7% +$26.2K 0.11% 45
2023
Q2 		$382K Hold
13,932
– – 0.11% 44
2023
Q1 		$370K Hold
13,932
– – 0.11% 43
2022
Q4 		$357K Hold
13,932
– – 0.11% 44
2022
Q3 		$356K Hold
13,932
– – 0.12% 45
2022
Q2 		$365K Buy
+13,932
New +$400K 0.11% 45

Other funds holding TY

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Kirr Marbach & Co's TY Position: Q2 2026 in Review

Kirr Marbach & Co held its TRI-Continental Corp (TY) position steady in Q2 2026 at 19,882 shares worth $684K. The position accounts for 0.12% of the portfolio, ranked #46.

Kirr Marbach & Co first reported a position in TY in Q2 2022 and has held it in 17 quarters since. 17 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Kirr Marbach & Co held 19,882 shares of TRI-Continental Corp worth $684K as of Q2 2026.
  • Kirr Marbach & Co left its TRI-Continental Corp share count unchanged in Q2 2026.
  • TRI-Continental Corp made up 0.12% of Kirr Marbach & Co's portfolio in Q2 2026, its #46 holding.
  • Kirr Marbach & Co first reported a position in TRI-Continental Corp in Q2 2022 and has held it in 17 quarters since.
  • 17 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Kirr Marbach & Co's 13F filing for Q2 2026, filed 14 Jul 2026.