Sanctuary Advisors’s TRI-Continental Corp TY Stock Holding History

Sanctuary Advisors’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 Q1	–	Sell	-68,080	Closed	-$2.22M	–	2447
2024 Q4	$2.22M	Buy	68,080 +5,076	+8%	+$169K	0.01%	818
2024 Q3	$2.14M	Buy	63,004 +720	+1%	+$22.8K	0.01%	836
2024 Q2	$1.85M	Buy	+62,284	New	+$1.89M	0.01%	846

Other funds holding TY

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

Lazard Asset Management New York $66.1B AUM 33.53% 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

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

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Sanctuary Advisors's TY Position: Q1 2025 in Review

Sanctuary Advisors sold out of TRI-Continental Corp (TY) in Q1 2025, closing a stake of 68,080 shares — an estimated $2.22M sold.

Sanctuary Advisors first reported a position in TY in Q2 2024 and held it in 3 quarters. The position peaked at $2.22M in Q4 2024. 145 funds tracked by Wall St. Rank hold TY as of Q1 2025.

Sanctuary Advisors reported no remaining TRI-Continental Corp position as of Q1 2025 after selling out during the quarter.
Sanctuary Advisors sold 68,080 TRI-Continental Corp shares in Q1 2025, an estimated $2.22M.
Sanctuary Advisors first reported a position in TRI-Continental Corp in Q2 2024 and held it in 3 quarters.
Sanctuary Advisors's TRI-Continental Corp position peaked at $2.22M in Q4 2024.
145 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.