MFIM
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Mesirow Financial Investment Management’s TRI-Continental Corp TY Stock Holding History

Mesirow Financial Investment 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
Q1 		– Sell
-12,188
Closed -$386K – 626
2024
Q4 		$386K Buy
+12,188
New +$405K 0.01% 406

Other funds holding TY

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
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return

Mesirow Financial Investment Management's TY Position: Q1 2025 in Review

Mesirow Financial Investment Management sold out of TRI-Continental Corp (TY) in Q1 2025, closing a stake of 12,188 shares — an estimated $386K sold.

Mesirow Financial Investment Management first reported a position in TY in Q4 2024 and held it in 1 quarter. The position peaked at $386K in Q4 2024. 145 funds tracked by Wall St. Rank hold TY as of Q1 2025.

  • Mesirow Financial Investment Management reported no remaining TRI-Continental Corp position as of Q1 2025 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 12,188 TRI-Continental Corp shares in Q1 2025, an estimated $386K.
  • Mesirow Financial Investment Management first reported a position in TRI-Continental Corp in Q4 2024 and held it in 1 quarter.
  • Mesirow Financial Investment Management's TRI-Continental Corp position peaked at $386K in Q4 2024.
  • 145 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q1 2025, filed 8 May 2025.