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North Star Investment Management’s TRI-Continental Corp TY Stock Holding History

North Star Investment Management’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 		– Sell
-2,987
Closed -$94.4K – 1839
2026
Q1 		$94.4K Buy
+2,987
New +$97.8K 0.01% 611

Other funds holding TY

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UB
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

North Star Investment Management's TY Position: Q2 2026 in Review

North Star Investment Management sold out of TRI-Continental Corp (TY) in Q2 2026, closing a stake of 2,987 shares — an estimated $94.4K sold.

North Star Investment Management first reported a position in TY in Q1 2026 and held it in 1 quarter. The position peaked at $94.4K in Q1 2026. 156 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • North Star Investment Management reported no remaining TRI-Continental Corp position as of Q2 2026 after selling out during the quarter.
  • North Star Investment Management sold 2,987 TRI-Continental Corp shares in Q2 2026, an estimated $94.4K.
  • North Star Investment Management first reported a position in TRI-Continental Corp in Q1 2026 and held it in 1 quarter.
  • North Star Investment Management's TRI-Continental Corp position peaked at $94.4K in Q1 2026.
  • 156 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.