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 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

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

Platform Technology Partners's TY Position: Q2 2026 in Review

Platform Technology Partners increased its TRI-Continental Corp (TY) stake by 1.5% in Q2 2026, buying an estimated $35.6K and bringing the position to 68,034 shares worth $2.34M. The position accounts for 0.38% of the portfolio, ranked #63.

Platform Technology Partners first reported a position in TY in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.09M in Q4 2024. 157 funds tracked by Wall St. Rank hold TY as of Q2 2026.

Platform Technology Partners held 68,034 shares of TRI-Continental Corp worth $2.34M as of Q2 2026.
Platform Technology Partners bought 1,038 TRI-Continental Corp shares in Q2 2026, an estimated $35.6K.
TRI-Continental Corp made up 0.38% of Platform Technology Partners's portfolio in Q2 2026, its #63 holding.
Platform Technology Partners first reported a position in TRI-Continental Corp in Q3 2024 and has held it in 8 quarters since.
Platform Technology Partners's TRI-Continental Corp position peaked at $3.09M in Q4 2024.
157 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.