MWM
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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
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

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 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
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Mascagni Wealth Management's TY Position: Q2 2026 in Review

Mascagni Wealth Management opened a new position in TRI-Continental Corp (TY) in Q2 2026: 5,993 shares worth $206K. The stake represents 0.13% of the portfolio and ranks #139 among its holdings. This is a return to the name: Mascagni Wealth Management previously reported a position in TY as recently as Q3 2025.

Mascagni Wealth Management first reported a position in TY in Q4 2024 and has held it in 5 quarters since. The position peaked at $211K in Q3 2025. 157 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Mascagni Wealth Management held 5,993 shares of TRI-Continental Corp worth $206K as of Q2 2026.
  • TRI-Continental Corp was a new Mascagni Wealth Management position in Q2 2026.
  • TRI-Continental Corp made up 0.13% of Mascagni Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Mascagni Wealth Management first reported a position in TRI-Continental Corp in Q4 2024 and has held it in 5 quarters since.
  • Mascagni Wealth Management's TRI-Continental Corp position peaked at $211K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.