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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
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 $3.62B 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

Pinnacle Associates's TY Position: Q4 2025 in Review

Pinnacle Associates sold out of TRI-Continental Corp (TY) in Q4 2025, closing a stake of 6,000 shares — an estimated $204K sold.

Pinnacle Associates first reported a position in TY in Q2 2021 and held it in 4 quarters. The position peaked at $205K in Q2 2021. 151 funds tracked by Wall St. Rank hold TY as of Q4 2025.

  • Pinnacle Associates reported no remaining TRI-Continental Corp position as of Q4 2025 after selling out during the quarter.
  • Pinnacle Associates sold 6,000 TRI-Continental Corp shares in Q4 2025, an estimated $204K.
  • Pinnacle Associates first reported a position in TRI-Continental Corp in Q2 2021 and held it in 4 quarters.
  • Pinnacle Associates's TRI-Continental Corp position peaked at $205K in Q2 2021.
  • 151 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2025.

Based on Pinnacle Associates's 13F filing for Q4 2025, filed 5 Feb 2026.