QPWM
TY icon

Quadrant Private Wealth Management’s TRI-Continental Corp TY Stock Holding History

Quadrant Private Wealth Management’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
Q2 		– Sell
-38,406
Closed -$1.21M – 291
2026
Q1 		$1.21M Hold
38,406
– – 0.19% 109
2025
Q4 		$1.25M Hold
38,406
– – 0.21% 102
2025
Q3 		$1.31M Buy
+38,406
New +$1.27M 0.24% 92

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Quadrant Private Wealth Management's TY Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of TRI-Continental Corp (TY) in Q2 2026, closing a stake of 38,406 shares — an estimated $1.21M sold.

Quadrant Private Wealth Management first reported a position in TY in Q3 2025 and held it in 3 quarters. The position peaked at $1.31M in Q3 2025. 157 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Quadrant Private Wealth Management reported no remaining TRI-Continental Corp position as of Q2 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 38,406 TRI-Continental Corp shares in Q2 2026, an estimated $1.21M.
  • Quadrant Private Wealth Management first reported a position in TRI-Continental Corp in Q3 2025 and held it in 3 quarters.
  • Quadrant Private Wealth Management's TRI-Continental Corp position peaked at $1.31M in Q3 2025.
  • 157 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.