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 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 $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MSH Capital Advisors's TY Position: Q1 2026 in Review

MSH Capital Advisors held its TRI-Continental Corp (TY) position steady in Q1 2026 at 12,719 shares worth $402K. The position accounts for 0.09% of the portfolio, ranked #198.

MSH Capital Advisors first reported a position in TY in Q4 2021 and has held it in 18 quarters since. The position peaked at $438K in Q3 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

MSH Capital Advisors held 12,719 shares of TRI-Continental Corp worth $402K as of Q1 2026.
MSH Capital Advisors left its TRI-Continental Corp share count unchanged in Q1 2026.
TRI-Continental Corp made up 0.09% of MSH Capital Advisors's portfolio in Q1 2026, its #198 holding.
MSH Capital Advisors first reported a position in TRI-Continental Corp in Q4 2021 and has held it in 18 quarters since.
MSH Capital Advisors's TRI-Continental Corp position peaked at $438K in Q3 2025.
153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.