Pinnacle Associates’s TRI-Continental Corp TY Stock Holding History

Pinnacle Associates’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 Q3	$206K	Hold	6,000	–	–	﹤0.01%	915
2026 Q2	$207K	Buy	+6,000	New	+$206K	﹤0.01%	922
2025 Q4	–	Sell	-6,000	Closed	-$204K	–	952
2025 Q3	$204K	Buy	+6,000	New	+$198K	﹤0.01%	834
2022 Q1	–	Sell	-6,142	Closed	-$204K	–	814
2021 Q4	$204K	Buy	6,142 +142	+2%	+$4.89K	﹤0.01%	760
2021 Q3	$200K	Hold	6,000	–	–	﹤0.01%	736
2021 Q2	$205K	Buy	+6,000	New	+$203K	﹤0.01%	732

Other funds holding TY

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $160M AUM 20.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Pinnacle Associates's TY Position: Q3 2026 in Review

Pinnacle Associates held its TRI-Continental Corp (TY) position steady in Q3 2026 at 6,000 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Pinnacle Associates first reported a position in TY in Q2 2021 and has held it in 6 quarters since. The position peaked at $207K in Q2 2026. 77 funds tracked by Wall St. Rank hold TY as of Q3 2026.

Pinnacle Associates held 6,000 shares of TRI-Continental Corp worth $206K as of Q3 2026.
Pinnacle Associates left its TRI-Continental Corp share count unchanged in Q3 2026.
TRI-Continental Corp made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #915 holding.
Pinnacle Associates first reported a position in TRI-Continental Corp in Q2 2021 and has held it in 6 quarters since.
Pinnacle Associates's TRI-Continental Corp position peaked at $207K in Q2 2026.
77 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.