Kovitz Investment Group Partners
TY icon

Kovitz Investment Group Partners’s TRI-Continental Corp TY Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-198,450
Closed -$6.75M – 1259
2025
Q3 		$6.75M Sell
198,450
-4,931
-2% -$163K 0.03% 402
2025
Q2 		$6.44M Sell
203,381
-2,366
-1% -$71.7K 0.03% 396
2025
Q1 		$6.31M Sell
205,747
-8,096
-4% -$258K 0.03% 359
2024
Q4 		$6.78M Sell
213,843
-12,250
-5% -$407K 0.03% 339
2024
Q3 		$7.37M Buy
+226,093
New +$7.16M 0.05% 278

Other funds holding TY

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovitz Investment Group Partners's TY Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of TRI-Continental Corp (TY) in Q4 2025, closing a stake of 198,450 shares — an estimated $6.75M sold.

Kovitz Investment Group Partners first reported a position in TY in Q3 2024 and held it in 5 quarters. The position peaked at $7.37M in Q3 2024. 151 funds tracked by Wall St. Rank hold TY as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining TRI-Continental Corp position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 198,450 TRI-Continental Corp shares in Q4 2025, an estimated $6.75M.
  • Kovitz Investment Group Partners first reported a position in TRI-Continental Corp in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's TRI-Continental Corp position peaked at $7.37M in Q3 2024.
  • 151 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.