P
TY icon

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

&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 		$775K Buy
24,644
+1,120
+5% +$36.7K ﹤0.01% 1445
2025
Q4 		$768K Sell
23,524
-2,824
-11% -$95.5K ﹤0.01% 1373
2025
Q3 		$896K Buy
26,348
+5,580
+27% +$184K 0.01% 1140
2025
Q2 		$658K Buy
+20,768
New +$630K 0.01% 1204

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

&Partners's TY Position: Q1 2026 in Review

&Partners increased its TRI-Continental Corp (TY) stake by 4.8% in Q1 2026, buying an estimated $36.7K and bringing the position to 24,644 shares worth $775K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

&Partners first reported a position in TY in Q2 2025 and has held it in 4 quarters since. The position peaked at $896K in Q3 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • &Partners held 24,644 shares of TRI-Continental Corp worth $775K as of Q1 2026.
  • &Partners bought 1,120 TRI-Continental Corp shares in Q1 2026, an estimated $36.7K.
  • TRI-Continental Corp made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1445 holding.
  • &Partners first reported a position in TRI-Continental Corp in Q2 2025 and has held it in 4 quarters since.
  • &Partners's TRI-Continental Corp position peaked at $896K in Q3 2025.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

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