PWH
TY icon

Priebe Wealth Holdings’s TRI-Continental Corp TY Stock Holding History

Priebe Wealth Holdings’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
Q2 		$240K Sell
7,577
-1,549
-17% -$47K 0.21% 50
2025
Q1 		$280K Sell
9,126
-1,281
-12% -$40.8K 0.17% 59
2024
Q4 		$330K Sell
10,407
-712
-6% -$23.7K 0.22% 44
2024
Q3 		$367K Hold
11,119
– – 0.27% 38
2024
Q2 		$344K Buy
11,119
+103
+0.9% +$3.13K 0.27% 36
2024
Q1 		$339K Sell
11,016
-592
-5% -$17.4K 0.26% 35
2023
Q4 		$335K Buy
+11,608
New +$315K 0.27% 42

Other funds holding TY

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFS
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Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return