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Savant Capital’s TRI-Continental Corp TY Stock Holding History

Savant Capital’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 		$311K Buy
+9,319
New +$319K ﹤0.01% 1486
2025
Q1 		– Sell
-18,950
Closed -$601K – 1410
2024
Q4 		$601K Buy
18,950
+318
+2% +$10.6K ﹤0.01% 819
2024
Q3 		$616K Sell
18,632
-398
-2% -$12.6K 0.01% 790
2024
Q2 		$589K Buy
19,030
+2,110
+12% +$64K 0.01% 735
2024
Q1 		$521K Sell
16,920
-4,458
-21% -$131K 0.01% 717
2023
Q4 		$616K Buy
21,378
+4,458
+26% +$121K 0.01% 516
2023
Q3 		$450K Hold
16,920
– – 0.01% 546
2023
Q2 		$464K Hold
16,920
– – 0.01% 528
2023
Q1 		$449K Buy
+16,920
New +$453K 0.01% 482

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

Savant Capital's TY Position: Q2 2026 in Review

Savant Capital opened a new position in TRI-Continental Corp (TY) in Q2 2026: 9,319 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #1486 among its holdings. This is a return to the name: Savant Capital previously reported a position in TY as recently as Q4 2024.

Savant Capital first reported a position in TY in Q1 2023 and has held it in 9 quarters since. The position peaked at $616K in Q4 2023. 157 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Savant Capital held 9,319 shares of TRI-Continental Corp worth $311K as of Q2 2026.
  • TRI-Continental Corp was a new Savant Capital position in Q2 2026.
  • TRI-Continental Corp made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1486 holding.
  • Savant Capital first reported a position in TRI-Continental Corp in Q1 2023 and has held it in 9 quarters since.
  • Savant Capital's TRI-Continental Corp position peaked at $616K in Q4 2023.
  • 157 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.