MWM
TY icon

Mascagni Wealth Management’s TRI-Continental Corp TY Stock Holding History

Mascagni Wealth 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
2025
Q4 		– Sell
-6,200
Closed -$211K – 129
2025
Q3 		$211K Sell
6,200
-159
-3% -$5.25K 0.16% 120
2025
Q2 		$201K Sell
6,359
-270
-4% -$8.19K 0.17% 119
2025
Q1 		$203K Hold
6,629
– – 0.2% 111
2024
Q4 		$203K Buy
+6,629
New +$220K 0.2% 111

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

Mascagni Wealth Management's TY Position: Q4 2025 in Review

Mascagni Wealth Management sold out of TRI-Continental Corp (TY) in Q4 2025, closing a stake of 6,200 shares — an estimated $211K sold.

Mascagni Wealth Management first reported a position in TY in Q4 2024 and held it in 4 quarters. The position peaked at $211K in Q3 2025. 151 funds tracked by Wall St. Rank hold TY as of Q4 2025.

  • Mascagni Wealth Management reported no remaining TRI-Continental Corp position as of Q4 2025 after selling out during the quarter.
  • Mascagni Wealth Management sold 6,200 TRI-Continental Corp shares in Q4 2025, an estimated $211K.
  • Mascagni Wealth Management first reported a position in TRI-Continental Corp in Q4 2024 and held it in 4 quarters.
  • Mascagni Wealth Management's TRI-Continental Corp position peaked at $211K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2025.

Based on Mascagni Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.