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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
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 $3.62B 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

NorthRock Partners's TY Position: Q1 2026 in Review

NorthRock Partners opened a new position in TRI-Continental Corp (TY) in Q1 2026: 10,447 shares worth $330K. The stake represents 0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: NorthRock Partners previously reported a position in TY as recently as Q3 2024.

NorthRock Partners first reported a position in TY in Q1 2024 and has held it in 4 quarters since. The position peaked at $431K in Q1 2024. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • NorthRock Partners held 10,447 shares of TRI-Continental Corp worth $330K as of Q1 2026.
  • TRI-Continental Corp was a new NorthRock Partners position in Q1 2026.
  • TRI-Continental Corp made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #498 holding.
  • NorthRock Partners first reported a position in TRI-Continental Corp in Q1 2024 and has held it in 4 quarters since.
  • NorthRock Partners's TRI-Continental Corp position peaked at $431K in Q1 2024.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.