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 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 $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Platform Technology Partners's TY Position: Q1 2026 in Review

Platform Technology Partners held its TRI-Continental Corp (TY) position steady in Q1 2026 at 66,996 shares worth $2.12M. The position accounts for 0.41% of the portfolio, ranked #59.

Platform Technology Partners first reported a position in TY in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.09M in Q4 2024. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

Platform Technology Partners held 66,996 shares of TRI-Continental Corp worth $2.12M as of Q1 2026.
Platform Technology Partners left its TRI-Continental Corp share count unchanged in Q1 2026.
TRI-Continental Corp made up 0.41% of Platform Technology Partners's portfolio in Q1 2026, its #59 holding.
Platform Technology Partners first reported a position in TRI-Continental Corp in Q3 2024 and has held it in 7 quarters since.
Platform Technology Partners's TRI-Continental Corp position peaked at $3.09M in Q4 2024.
153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Platform Technology Partners's 13F filing for Q1 2026, filed 27 Apr 2026.