Nations Financial Group
TY icon

Nations Financial Group’s TRI-Continental Corp TY Stock Holding History

Nations Financial Group’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
Q3 		$378K Hold
11,006
– – 0.02% 594
2026
Q2 		$379K Hold
11,006
– – 0.02% 598
2026
Q1 		$348K Hold
11,006
– – 0.02% 623
2025
Q4 		$359K Sell
11,006
-100
-0.9% -$3.38K 0.02% 590
2025
Q3 		$378K Hold
11,106
– – 0.02% 541
2025
Q2 		$352K Sell
11,106
-1,066
-9% -$32.3K 0.02% 528
2025
Q1 		$373K Buy
12,172
+75
+0.6% +$2.39K 0.03% 488
2024
Q4 		$383K Buy
12,097
+568
+5% +$18.9K 0.03% 506
2024
Q3 		$381K Buy
11,529
+71
+0.6% +$2.25K 0.03% 512
2024
Q2 		$355K Buy
11,458
+149
+1% +$4.52K 0.03% 496
2024
Q1 		$348K Buy
11,309
+67
+0.6% +$1.97K 0.03% 503
2023
Q4 		$324K Buy
11,242
+102
+0.9% +$2.77K 0.03% 498
2023
Q3 		$296K Buy
11,140
+73
+0.7% +$2.01K 0.03% 502
2023
Q2 		$303K Buy
11,067
+11
+0.1% +$292 0.03% 492
2023
Q1 		$294K Sell
11,056
-167
-1% -$4.47K 0.03% 492
2022
Q4 		$288K Buy
+11,223
New +$300K 0.03% 476
2022
Q3 		– Sell
-7,709
Closed -$202K – 562
2022
Q2 		$202K Buy
7,709
+207
+3% +$5.94K 0.03% 498
2022
Q1 		$231K Buy
7,502
+60
+0.8% +$1.86K 0.03% 472
2021
Q4 		$247K Buy
7,442
+1,248
+20% +$43K 0.03% 425
2021
Q3 		$207K Buy
6,194
+54
+0.9% +$1.85K 0.03% 421
2021
Q2 		$209K Buy
+6,140
New +$208K 0.04% 384

Other funds holding TY

Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
1620 Investment Advisors
1620 Investment Advisors Plymouth, Massachusetts $160M AUM 20.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
ACM
Altium Capital Management New York $68.8M AUM 7.27% 1-Year Est. Return
Platform Technology Partners
Platform Technology Partners New York $632M AUM 18.8% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

Nations Financial Group's TY Position: Q3 2026 in Review

Nations Financial Group held its TRI-Continental Corp (TY) position steady in Q3 2026 at 11,006 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #594.

Nations Financial Group first reported a position in TY in Q2 2021 and has held it in 21 quarters since. The position peaked at $383K in Q4 2024. 69 funds tracked by Wall St. Rank hold TY as of Q3 2026.

  • Nations Financial Group held 11,006 shares of TRI-Continental Corp worth $378K as of Q3 2026.
  • Nations Financial Group left its TRI-Continental Corp share count unchanged in Q3 2026.
  • TRI-Continental Corp made up 0.02% of Nations Financial Group's portfolio in Q3 2026, its #594 holding.
  • Nations Financial Group first reported a position in TRI-Continental Corp in Q2 2021 and has held it in 21 quarters since.
  • Nations Financial Group's TRI-Continental Corp position peaked at $383K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.