MCM
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MAI Capital Management’s TRI-Continental Corp TY Stock Holding History

MAI Capital Management’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 		$158K Hold
4,990
– – ﹤0.01% 1593
2025
Q4 		$163K Hold
4,990
– – ﹤0.01% 1399
2025
Q3 		$170K Hold
4,990
– – ﹤0.01% 1331
2025
Q2 		$158K Hold
4,990
– – ﹤0.01% 1290
2025
Q1 		$153K Hold
4,990
– – ﹤0.01% 1225
2024
Q4 		$158K Buy
+4,990
New +$166K ﹤0.01% 1226

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

MAI Capital Management's TY Position: Q1 2026 in Review

MAI Capital Management held its TRI-Continental Corp (TY) position steady in Q1 2026 at 4,990 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

MAI Capital Management first reported a position in TY in Q4 2024 and has held it in 6 quarters since. The position peaked at $170K in Q3 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • MAI Capital Management held 4,990 shares of TRI-Continental Corp worth $158K as of Q1 2026.
  • MAI Capital Management left its TRI-Continental Corp share count unchanged in Q1 2026.
  • TRI-Continental Corp made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1593 holding.
  • MAI Capital Management first reported a position in TRI-Continental Corp in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's TRI-Continental Corp position peaked at $170K in Q3 2025.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.