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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Priebe Wealth Holdings's TY Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its TRI-Continental Corp (TY) stake by 17% in Q2 2025, selling an estimated $47K and leaving 7,577 shares worth $240K. The position accounts for 0.21% of the portfolio, ranked #50.

Priebe Wealth Holdings first reported a position in TY in Q4 2023 and has held it in 7 quarters since. The position peaked at $367K in Q3 2024. 149 funds tracked by Wall St. Rank hold TY as of Q2 2025.

Priebe Wealth Holdings held 7,577 shares of TRI-Continental Corp worth $240K as of Q2 2025.
Priebe Wealth Holdings sold 1,549 TRI-Continental Corp shares in Q2 2025, an estimated $47K.
TRI-Continental Corp made up 0.21% of Priebe Wealth Holdings's portfolio in Q2 2025, its #50 holding.
Priebe Wealth Holdings first reported a position in TRI-Continental Corp in Q4 2023 and has held it in 7 quarters since.
Priebe Wealth Holdings's TRI-Continental Corp position peaked at $367K in Q3 2024.
149 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.