Platform Technology Partners’s TRI-Continental Corp TY Stock Holding History

Platform Technology 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 Q3	$2.34M	Hold	68,034	–	–	0.37%	64
2026 Q2	$2.34M	Buy	68,034 +1,038	+2%	+$35.6K	0.38%	63
2026 Q1	$2.12M	Hold	66,996	–	–	0.41%	59
2025 Q4	$2.19M	Buy	66,996 +3,974	+6%	+$134K	0.47%	51
2025 Q3	$2.14M	Hold	63,022	–	–	0.51%	48
2025 Q2	$2M	Buy	63,022 +1,522	+2%	+$46.2K	0.52%	49
2025 Q1	$1.89M	Sell	61,500 -36,031	-37%	-$1.15M	0.55%	48
2024 Q4	$3.09M	Buy	97,531 +39,819	+69%	+$1.32M	0.94%	23
2024 Q3	$1.91M	Buy	+57,712	New	+$1.83M	0.6%	47

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

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

ACM

Altium Capital Management New York $68.8M AUM 7.27% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Platform Technology Partners's TY Position: Q3 2026 in Review

Platform Technology Partners held its TRI-Continental Corp (TY) position steady in Q3 2026 at 68,034 shares worth $2.34M. The position accounts for 0.37% of the portfolio, ranked #64.

Platform Technology Partners first reported a position in TY in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.09M in Q4 2024. 73 funds tracked by Wall St. Rank hold TY as of Q3 2026.

Platform Technology Partners held 68,034 shares of TRI-Continental Corp worth $2.34M as of Q3 2026.
Platform Technology Partners left its TRI-Continental Corp share count unchanged in Q3 2026.
TRI-Continental Corp made up 0.37% of Platform Technology Partners's portfolio in Q3 2026, its #64 holding.
Platform Technology Partners first reported a position in TRI-Continental Corp in Q3 2024 and has held it in 9 quarters since.
Platform Technology Partners's TRI-Continental Corp position peaked at $3.09M in Q4 2024.
73 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2026.

Based on Platform Technology Partners's 13F filing for Q3 2026, filed 2 Nov 2026.