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
2026
Q2 		$381K Buy
+11,068
New +$379K ﹤0.01% 2558
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 $3.9B 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

Mercer Global Advisors's TY Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in TRI-Continental Corp (TY) in Q2 2026: 11,068 shares worth $381K. The stake represents ﹤0.01% of the portfolio and ranks #2558 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in TY as recently as Q3 2025.

Mercer Global Advisors first reported a position in TY in Q3 2019 and has held it in 7 quarters since. 157 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Mercer Global Advisors held 11,068 shares of TRI-Continental Corp worth $381K as of Q2 2026.
  • TRI-Continental Corp was a new Mercer Global Advisors position in Q2 2026.
  • TRI-Continental Corp made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2558 holding.
  • Mercer Global Advisors first reported a position in TRI-Continental Corp in Q3 2019 and has held it in 7 quarters since.
  • 157 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.