Raymond James Financial
TY icon

Raymond James Financial’s TRI-Continental Corp TY Stock Holding History

Raymond James Financial’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 		$8.24M Sell
260,984
-12,742
-5% -$417K ﹤0.01% 2178
2025
Q4 		$8.94M Buy
273,726
+7,667
+3% +$259K ﹤0.01% 2065
2025
Q3 		$9.05M Buy
266,059
+2,577
+1% +$85K ﹤0.01% 2000
2025
Q2 		$8.34M Buy
263,482
+3,857
+1% +$117K ﹤0.01% 2004
2025
Q1 		$7.96M Sell
259,625
-65,870
-20% -$2.1M ﹤0.01% 1990
2024
Q4 		$10.3M Buy
+325,495
New +$10.8M ﹤0.01% 1822

Other funds holding TY

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return

Raymond James Financial's TY Position: Q1 2026 in Review

Raymond James Financial reduced its TRI-Continental Corp (TY) stake by 4.7% in Q1 2026, selling an estimated $417K and leaving 260,984 shares worth $8.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

Raymond James Financial first reported a position in TY in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.3M in Q4 2024. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • Raymond James Financial held 260,984 shares of TRI-Continental Corp worth $8.24M as of Q1 2026.
  • Raymond James Financial sold 12,742 TRI-Continental Corp shares in Q1 2026, an estimated $417K.
  • TRI-Continental Corp made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2178 holding.
  • Raymond James Financial first reported a position in TRI-Continental Corp in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's TRI-Continental Corp position peaked at $10.3M in Q4 2024.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.