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NorthRock Partners’s TRI-Continental Corp TY Stock Holding History

NorthRock Partners’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 		$360K Hold
10,447
– – 0.01% 495
2026
Q1 		$330K Buy
+10,447
New +$342K 0.01% 498
2024
Q4 		– Sell
-8,688
Closed -$287K – 868
2024
Q3 		$287K Buy
8,688
+59
+0.7% +$1.87K 0.01% 510
2024
Q2 		$267K Sell
8,629
-5,353
-38% -$162K 0.01% 508
2024
Q1 		$431K Buy
+13,982
New +$411K 0.02% 390

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

NorthRock Partners's TY Position: Q2 2026 in Review

NorthRock Partners held its TRI-Continental Corp (TY) position steady in Q2 2026 at 10,447 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #495.

NorthRock Partners first reported a position in TY in Q1 2024 and has held it in 5 quarters since. The position peaked at $431K in Q1 2024. 158 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • NorthRock Partners held 10,447 shares of TRI-Continental Corp worth $360K as of Q2 2026.
  • NorthRock Partners left its TRI-Continental Corp share count unchanged in Q2 2026.
  • TRI-Continental Corp made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #495 holding.
  • NorthRock Partners first reported a position in TRI-Continental Corp in Q1 2024 and has held it in 5 quarters since.
  • NorthRock Partners's TRI-Continental Corp position peaked at $431K in Q1 2024.
  • 158 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.