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 Q3	$683K	Hold	19,882	–	–	0.13%	45
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

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $160M AUM 20.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Kirr Marbach & Co's TY Position: Q3 2026 in Review

Kirr Marbach & Co held its TRI-Continental Corp (TY) position steady in Q3 2026 at 19,882 shares worth $683K. The position accounts for 0.13% of the portfolio, ranked #45.

Kirr Marbach & Co first reported a position in TY in Q2 2022 and has held it in 18 quarters since. The position peaked at $684K in Q2 2026. 81 funds tracked by Wall St. Rank hold TY as of Q3 2026.

Kirr Marbach & Co held 19,882 shares of TRI-Continental Corp worth $683K as of Q3 2026.
Kirr Marbach & Co left its TRI-Continental Corp share count unchanged in Q3 2026.
TRI-Continental Corp made up 0.13% of Kirr Marbach & Co's portfolio in Q3 2026, its #45 holding.
Kirr Marbach & Co first reported a position in TRI-Continental Corp in Q2 2022 and has held it in 18 quarters since.
Kirr Marbach & Co's TRI-Continental Corp position peaked at $684K in Q2 2026.
81 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2026.

Based on Kirr Marbach & Co's 13F filing for Q3 2026, filed 20 Oct 2026.