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 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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Pinnacle Associates's TY Position: Q2 2026 in Review

Pinnacle Associates opened a new position in TRI-Continental Corp (TY) in Q2 2026: 6,000 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #922 among its holdings. This is a return to the name: Pinnacle Associates previously reported a position in TY as recently as Q3 2025.

Pinnacle Associates first reported a position in TY in Q2 2021 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold TY as of Q2 2026.

Pinnacle Associates held 6,000 shares of TRI-Continental Corp worth $207K as of Q2 2026.
TRI-Continental Corp was a new Pinnacle Associates position in Q2 2026.
TRI-Continental Corp made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #922 holding.
Pinnacle Associates first reported a position in TRI-Continental Corp in Q2 2021 and has held it in 5 quarters since.
158 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.