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MSH Capital Advisors’s TRI-Continental Corp TY Stock Holding History

MSH Capital 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 		$438K Hold
12,719
– – 0.08% 226
2026
Q1 		$402K Hold
12,719
– – 0.09% 198
2025
Q4 		$415K Sell
12,719
-175
-1% -$5.92K 0.09% 196
2025
Q3 		$438K Buy
12,894
+2,000
+18% +$66K 0.12% 177
2025
Q2 		$345K Hold
10,894
– – 0.1% 185
2025
Q1 		$334K Sell
10,894
-76
-0.7% -$2.42K 0.1% 180
2024
Q4 		$348K Sell
10,970
-500
-4% -$16.6K 0.11% 176
2024
Q3 		$379K Hold
11,470
– – 0.12% 169
2024
Q2 		$355K Hold
11,470
– – 0.12% 169
2024
Q1 		$353K Hold
11,470
– – 0.12% 162
2023
Q4 		$331K Hold
11,470
– – 0.12% 156
2023
Q3 		$305K Hold
11,470
– – 0.12% 167
2023
Q2 		$315K Hold
11,470
– – 0.12% 170
2023
Q1 		$305K Hold
11,470
– – 0.13% 161
2022
Q4 		$294K Hold
11,470
– – 0.13% 153
2022
Q3 		$293K Hold
11,470
– – 0.14% 145
2022
Q2 		$300K Hold
11,470
– – 0.14% 146
2022
Q1 		$354K Hold
11,470
– – 0.15% 142
2021
Q4 		$381K Buy
+11,470
New +$395K 0.17% 124

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

MSH Capital Advisors's TY Position: Q2 2026 in Review

MSH Capital Advisors held its TRI-Continental Corp (TY) position steady in Q2 2026 at 12,719 shares worth $438K. The position accounts for 0.08% of the portfolio, ranked #226.

MSH Capital Advisors first reported a position in TY in Q4 2021 and has held it in 19 quarters since. The position peaked at $438K in Q3 2025. 157 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • MSH Capital Advisors held 12,719 shares of TRI-Continental Corp worth $438K as of Q2 2026.
  • MSH Capital Advisors left its TRI-Continental Corp share count unchanged in Q2 2026.
  • TRI-Continental Corp made up 0.08% of MSH Capital Advisors's portfolio in Q2 2026, its #226 holding.
  • MSH Capital Advisors first reported a position in TRI-Continental Corp in Q4 2021 and has held it in 19 quarters since.
  • MSH Capital Advisors's TRI-Continental Corp position peaked at $438K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

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