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Putney Financial Group’s TRI-Continental Corp TY Stock Holding History

Putney Financial Group’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
Q3 		– Sell
-200
Closed -$6.33K – 261
2025
Q2 		$6.33K Buy
200
+4
+2% +$121 0.01% 241
2025
Q1 		$6.01K Hold
196
– – 0.01% 228
2024
Q4 		$6.21K Buy
+196
New +$6.51K 0.01% 243

Other funds holding TY

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Putney Financial Group's TY Position: Q3 2025 in Review

Putney Financial Group sold out of TRI-Continental Corp (TY) in Q3 2025, closing a stake of 200 shares — an estimated $6.33K sold.

Putney Financial Group first reported a position in TY in Q4 2024 and held it in 3 quarters. The position peaked at $6.33K in Q2 2025. 154 funds tracked by Wall St. Rank hold TY as of Q3 2025.

  • Putney Financial Group reported no remaining TRI-Continental Corp position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 200 TRI-Continental Corp shares in Q3 2025, an estimated $6.33K.
  • Putney Financial Group first reported a position in TRI-Continental Corp in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's TRI-Continental Corp position peaked at $6.33K in Q2 2025.
  • 154 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.