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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
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% +$5.95K 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

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

Nations Financial Group's TY Position: Q1 2026 in Review

Nations Financial Group held its TRI-Continental Corp (TY) position steady in Q1 2026 at 11,006 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #623.

Nations Financial Group first reported a position in TY in Q2 2021 and has held it in 19 quarters since. The position peaked at $383K in Q4 2024. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • Nations Financial Group held 11,006 shares of TRI-Continental Corp worth $348K as of Q1 2026.
  • Nations Financial Group left its TRI-Continental Corp share count unchanged in Q1 2026.
  • TRI-Continental Corp made up 0.02% of Nations Financial Group's portfolio in Q1 2026, its #623 holding.
  • Nations Financial Group first reported a position in TRI-Continental Corp in Q2 2021 and has held it in 19 quarters since.
  • Nations Financial Group's TRI-Continental Corp position peaked at $383K in Q4 2024.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.