Plante Moran Financial Advisors’s TRI-Continental Corp TY Stock Holding History

Plante Moran Financial Advisors’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 Q3	–	Sell	-1,105	Closed	-$35K	–	866
2025 Q2	$35K	Hold	1,105	–	–	﹤0.01%	393
2025 Q1	$33.9K	Buy	+1,105	New	+$35.2K	﹤0.01%	403
2016 Q2	–	Sell	-2	Closed	–	–	939
2016 Q1	$0	Sell	2 -2,354	-100%	-$44.5K	﹤0.01%	1035
2015 Q4	$47K	Buy	+2,356	New	+$47.6K	0.04%	288
2014 Q4	–	Sell	-1,634	Closed	-$34K	–	855
2014 Q3	$34K	Hold	1,634	–	–	0.03%	313
2014 Q2	$34K	Buy	+1,634	New	+$33.4K	0.03%	288

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

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Plante Moran Financial Advisors's TY Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of TRI-Continental Corp (TY) in Q3 2025, closing a stake of 1,105 shares — an estimated $35K sold.

Plante Moran Financial Advisors first reported a position in TY in Q2 2014 and held it in 6 quarters. The position peaked at $47K in Q4 2015. 154 funds tracked by Wall St. Rank hold TY as of Q3 2025.

Plante Moran Financial Advisors reported no remaining TRI-Continental Corp position as of Q3 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,105 TRI-Continental Corp shares in Q3 2025, an estimated $35K.
Plante Moran Financial Advisors first reported a position in TRI-Continental Corp in Q2 2014 and held it in 6 quarters.
Plante Moran Financial Advisors's TRI-Continental Corp position peaked at $47K in Q4 2015.
154 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.