SWM
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SHP Wealth Management’s TRI-Continental Corp TY Stock Holding History

SHP 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 		$11.4K Buy
331
+110
+50% +$3.77K ﹤0.01% 931
2026
Q1 		$6.98K Hold
221
– – ﹤0.01% 988
2025
Q4 		$7.22K Buy
+221
New +$7.48K ﹤0.01% 915

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

SHP Wealth Management's TY Position: Q2 2026 in Review

SHP Wealth Management increased its TRI-Continental Corp (TY) stake by 50% in Q2 2026, buying an estimated $3.77K and bringing the position to 331 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

SHP Wealth Management first reported a position in TY in Q4 2025 and has held it in 3 quarters since. 158 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • SHP Wealth Management held 331 shares of TRI-Continental Corp worth $11.4K as of Q2 2026.
  • SHP Wealth Management bought 110 TRI-Continental Corp shares in Q2 2026, an estimated $3.77K.
  • TRI-Continental Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #931 holding.
  • SHP Wealth Management first reported a position in TRI-Continental Corp in Q4 2025 and has held it in 3 quarters since.
  • 158 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.