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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
Q2 		$222K Buy
+6,444
New +$221K 0.04% 163
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 $3.9B 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

Mezzasalma Advisors's TY Position: Q2 2026 in Review

Mezzasalma Advisors opened a new position in TRI-Continental Corp (TY) in Q2 2026: 6,444 shares worth $222K. The stake represents 0.04% of the portfolio and ranks #163 among its holdings. This is a return to the name: Mezzasalma Advisors previously reported a position in TY as recently as Q4 2025.

Mezzasalma Advisors first reported a position in TY in Q4 2024 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Mezzasalma Advisors held 6,444 shares of TRI-Continental Corp worth $222K as of Q2 2026.
  • TRI-Continental Corp was a new Mezzasalma Advisors position in Q2 2026.
  • TRI-Continental Corp made up 0.04% of Mezzasalma Advisors's portfolio in Q2 2026, its #163 holding.
  • Mezzasalma Advisors first reported a position in TRI-Continental Corp in Q4 2024 and has held it in 5 quarters since.
  • 158 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.