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NewEdge Advisors’s TRI-Continental Corp TY Stock Holding History

NewEdge 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 		$4.34K Hold
138
– – ﹤0.01% 3633
2025
Q4 		$4.49K Sell
138
-1,761
-93% -$59.6K ﹤0.01% 3707
2025
Q3 		$64.5K Hold
1,899
– – ﹤0.01% 2753
2025
Q2 		$60.1K Buy
1,899
+45
+2% +$1.36K ﹤0.01% 2604
2025
Q1 		$56.8K Hold
1,854
– – ﹤0.01% 2511
2024
Q4 		$58.7K Buy
1,854
+106
+6% +$3.52K ﹤0.01% 2470
2024
Q3 		$57.7K Hold
1,748
– – ﹤0.01% 2384
2024
Q2 		$54.1K Buy
1,748
+15
+0.9% +$455 ﹤0.01% 2317
2024
Q1 		$53.4K Sell
1,733
-338
-16% -$9.94K ﹤0.01% 2290
2023
Q4 		$59.7K Buy
2,071
+7
+0.3% +$190 ﹤0.01% 2170
2023
Q3 		$54.9K Hold
2,064
– – ﹤0.01% 2071
2023
Q2 		$56.6K Buy
2,064
+3
+0.1% +$80 ﹤0.01% 2050
2023
Q1 		$54.7K Buy
2,061
+2
+0.1% +$54 ﹤0.01% 1959
2022
Q4 		$53 Buy
+2,059
New +$55K ﹤0.01% 3462
2017
Q3 		– Sell
-4,100
Closed -$100K – 1069
2017
Q2 		$100K Buy
+4,100
New +$97.6K 0.02% 416

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

NewEdge Advisors's TY Position: Q1 2026 in Review

NewEdge Advisors held its TRI-Continental Corp (TY) position steady in Q1 2026 at 138 shares worth $4.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3633.

NewEdge Advisors first reported a position in TY in Q2 2017 and has held it in 15 quarters since. The position peaked at $100K in Q2 2017. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • NewEdge Advisors held 138 shares of TRI-Continental Corp worth $4.34K as of Q1 2026.
  • NewEdge Advisors left its TRI-Continental Corp share count unchanged in Q1 2026.
  • TRI-Continental Corp made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3633 holding.
  • NewEdge Advisors first reported a position in TRI-Continental Corp in Q2 2017 and has held it in 15 quarters since.
  • NewEdge Advisors's TRI-Continental Corp position peaked at $100K in Q2 2017.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.