PSC
TY icon

Prentiss Smith & Co’s TRI-Continental Corp TY Stock Holding History

Prentiss Smith & Co’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 		$222K Hold
7,026
– – 0.13% 64
2025
Q4 		$229K Sell
7,026
-663
-9% -$22.4K 0.14% 63
2025
Q3 		$261K Hold
7,689
– – 0.15% 65
2025
Q2 		$243K Hold
7,689
– – 0.14% 65
2025
Q1 		$236K Hold
7,689
– – 0.15% 66
2024
Q4 		$244K Hold
7,689
– – 0.16% 66
2024
Q3 		$254K Hold
7,689
– – 0.16% 66
2024
Q2 		$238K Hold
7,689
– – 0.17% 63
2024
Q1 		$237K Sell
7,689
-284
-4% -$8.35K 0.17% 62
2023
Q4 		$230K Buy
+7,973
New +$217K 0.17% 61

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BBPWM
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Allspring Global Investments
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Raymond James Financial
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UBS Group
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UB
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return