Mercer Global Advisors
TY icon

Mercer Global Advisors’s TRI-Continental Corp TY Stock Holding History

Mercer Global Advisors’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
-6,280
Closed -$214K – 2967
2025
Q3 		$214K Buy
+6,280
New +$207K ﹤0.01% 2348
2024
Q4 		– Sell
-7,743
Closed -$255K – 2281
2024
Q3 		$255K Sell
7,743
-2,800
-27% -$88.7K ﹤0.01% 1690
2024
Q2 		$327K Buy
+10,543
New +$320K ﹤0.01% 1534
2021
Q2 		– Sell
-976
Closed -$32K – 1746
2021
Q1 		$32K Buy
+976
New +$30.2K ﹤0.01% 1596
2020
Q1 		– Sell
-7,993
Closed -$225K – 1248
2019
Q4 		$225K Buy
7,993
+387
+5% +$10.8K ﹤0.01% 1036
2019
Q3 		$207K Buy
+7,606
New +$205K ﹤0.01% 1024

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

Mercer Global Advisors's TY Position: Q4 2025 in Review

Mercer Global Advisors sold out of TRI-Continental Corp (TY) in Q4 2025, closing a stake of 6,280 shares — an estimated $214K sold.

Mercer Global Advisors first reported a position in TY in Q3 2019 and held it in 6 quarters. The position peaked at $327K in Q2 2024. 151 funds tracked by Wall St. Rank hold TY as of Q4 2025.

  • Mercer Global Advisors reported no remaining TRI-Continental Corp position as of Q4 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 6,280 TRI-Continental Corp shares in Q4 2025, an estimated $214K.
  • Mercer Global Advisors first reported a position in TRI-Continental Corp in Q3 2019 and held it in 6 quarters.
  • Mercer Global Advisors's TRI-Continental Corp position peaked at $327K in Q2 2024.
  • 151 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2025.

Based on Mercer Global Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.