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&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
Q2 		$881K Buy
25,598
+954
+4% +$32.7K ﹤0.01% 1491
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 $3.9B 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

&Partners's TY Position: Q2 2026 in Review

&Partners increased its TRI-Continental Corp (TY) stake by 3.9% in Q2 2026, buying an estimated $32.7K and bringing the position to 25,598 shares worth $881K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

&Partners first reported a position in TY in Q2 2025 and has held it in 5 quarters since. The position peaked at $896K in Q3 2025. 157 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • &Partners held 25,598 shares of TRI-Continental Corp worth $881K as of Q2 2026.
  • &Partners bought 954 TRI-Continental Corp shares in Q2 2026, an estimated $32.7K.
  • TRI-Continental Corp made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1491 holding.
  • &Partners first reported a position in TRI-Continental Corp in Q2 2025 and has held it in 5 quarters since.
  • &Partners's TRI-Continental Corp position peaked at $896K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.