Mascagni Wealth Management
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
2026
Q3 		$206K Hold
5,993
– – 0.12% 138
2026
Q2 		$206K Buy
+5,993
New +$205K 0.13% 139
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

Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Cornerstone Advisory
Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Mascagni Wealth Management's TY Position: Q3 2026 in Review

Mascagni Wealth Management held its TRI-Continental Corp (TY) position steady in Q3 2026 at 5,993 shares worth $206K. The position accounts for 0.12% of the portfolio, ranked #138.

Mascagni Wealth Management first reported a position in TY in Q4 2024 and has held it in 6 quarters since. The position peaked at $211K in Q3 2025. 101 funds tracked by Wall St. Rank hold TY as of Q3 2026.

  • Mascagni Wealth Management held 5,993 shares of TRI-Continental Corp worth $206K as of Q3 2026.
  • Mascagni Wealth Management left its TRI-Continental Corp share count unchanged in Q3 2026.
  • TRI-Continental Corp made up 0.12% of Mascagni Wealth Management's portfolio in Q3 2026, its #138 holding.
  • Mascagni Wealth Management first reported a position in TRI-Continental Corp in Q4 2024 and has held it in 6 quarters since.
  • Mascagni Wealth Management's TRI-Continental Corp position peaked at $211K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2026.

Based on Mascagni Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.