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Moneta Group Investment Advisors’s TRI-Continental Corp TY Stock Holding History

Moneta Group Investment 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 		$209K Hold
6,609
– – ﹤0.01% 760
2025
Q4 		$216K Buy
+6,609
New +$224K ﹤0.01% 755

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

Moneta Group Investment Advisors's TY Position: Q1 2026 in Review

Moneta Group Investment Advisors held its TRI-Continental Corp (TY) position steady in Q1 2026 at 6,609 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Moneta Group Investment Advisors first reported a position in TY in Q4 2025 and has held it in 2 quarters since. The position peaked at $216K in Q4 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • Moneta Group Investment Advisors held 6,609 shares of TRI-Continental Corp worth $209K as of Q1 2026.
  • Moneta Group Investment Advisors left its TRI-Continental Corp share count unchanged in Q1 2026.
  • TRI-Continental Corp made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #760 holding.
  • Moneta Group Investment Advisors first reported a position in TRI-Continental Corp in Q4 2025 and has held it in 2 quarters since.
  • Moneta Group Investment Advisors's TRI-Continental Corp position peaked at $216K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.