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Mezzasalma Advisors’s TRI-Continental Corp TY Stock Holding History

Mezzasalma 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
Q1 		– Sell
-6,249
Closed -$204K – 166
2025
Q4 		$204K Sell
6,249
-43
-0.7% -$1.46K 0.05% 156
2025
Q3 		$214K Buy
+6,292
New +$208K 0.05% 151
2025
Q2 		– Sell
-6,549
Closed -$201K – 152
2025
Q1 		$201K Buy
6,549
+55
+0.8% +$1.75K 0.07% 144
2024
Q4 		$206K Buy
+6,494
New +$216K 0.07% 139

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

Mezzasalma Advisors's TY Position: Q1 2026 in Review

Mezzasalma Advisors sold out of TRI-Continental Corp (TY) in Q1 2026, closing a stake of 6,249 shares — an estimated $204K sold.

Mezzasalma Advisors first reported a position in TY in Q4 2024 and held it in 4 quarters. The position peaked at $214K in Q3 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • Mezzasalma Advisors reported no remaining TRI-Continental Corp position as of Q1 2026 after selling out during the quarter.
  • Mezzasalma Advisors sold 6,249 TRI-Continental Corp shares in Q1 2026, an estimated $204K.
  • Mezzasalma Advisors first reported a position in TRI-Continental Corp in Q4 2024 and held it in 4 quarters.
  • Mezzasalma Advisors's TRI-Continental Corp position peaked at $214K in Q3 2025.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.