NBT Bank’s TRI-Continental Corp TY Stock Holding History

NBT Bank’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	$51K	Hold	1,481	–	–	﹤0.01%	512
2026 Q1	$46.8K	Hold	1,481	–	–	﹤0.01%	507
2025 Q4	$48.4K	Hold	1,481	–	–	﹤0.01%	501
2025 Q3	$50.4K	Hold	1,481	–	–	﹤0.01%	501
2025 Q2	$46.9K	Hold	1,481	–	–	﹤0.01%	509
2025 Q1	$45.4K	Hold	1,481	–	–	﹤0.01%	504
2024 Q4	$46.9K	Hold	1,481	–	–	﹤0.01%	506
2024 Q3	$48.9K	Buy	+1,481	New	+$46.9K	﹤0.01%	524

Other funds holding TY

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

NBT Bank's TY Position: Q2 2026 in Review

NBT Bank held its TRI-Continental Corp (TY) position steady in Q2 2026 at 1,481 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

NBT Bank first reported a position in TY in Q3 2024 and has held it in 8 quarters since. 158 funds tracked by Wall St. Rank hold TY as of Q2 2026.

NBT Bank held 1,481 shares of TRI-Continental Corp worth $51K as of Q2 2026.
NBT Bank left its TRI-Continental Corp share count unchanged in Q2 2026.
TRI-Continental Corp made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #512 holding.
NBT Bank first reported a position in TRI-Continental Corp in Q3 2024 and has held it in 8 quarters since.
158 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.