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Retirement Income Solutions’s TRI-Continental Corp TY Stock Holding History

Retirement Income Solutions’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 		– Sell
-6,213
Closed -$203K – 182
2025
Q4 		$203K Buy
+6,213
New +$210K 0.03% 166
2023
Q3 		– Sell
-17,328
Closed -$475K – 141
2023
Q2 		$475K Buy
17,328
+27
+0.2% +$716 0.13% 81
2023
Q1 		$459K Hold
17,301
– – 0.13% 80
2022
Q4 		$443K Buy
+17,301
New +$462K 0.14% 75

Other funds holding TY

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Retirement Income Solutions's TY Position: Q1 2026 in Review

Retirement Income Solutions sold out of TRI-Continental Corp (TY) in Q1 2026, closing a stake of 6,213 shares — an estimated $203K sold.

Retirement Income Solutions first reported a position in TY in Q4 2022 and held it in 4 quarters. The position peaked at $475K in Q2 2023. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • Retirement Income Solutions reported no remaining TRI-Continental Corp position as of Q1 2026 after selling out during the quarter.
  • Retirement Income Solutions sold 6,213 TRI-Continental Corp shares in Q1 2026, an estimated $203K.
  • Retirement Income Solutions first reported a position in TRI-Continental Corp in Q4 2022 and held it in 4 quarters.
  • Retirement Income Solutions's TRI-Continental Corp position peaked at $475K in Q2 2023.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Retirement Income Solutions's 13F filing for Q1 2026, filed 4 May 2026.