SWM
TY icon

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
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 $3.62B AUM 12.96% 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 $802M AUM 22.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

SHP Wealth Management's TY Position: Q1 2026 in Review

SHP Wealth Management held its TRI-Continental Corp (TY) position steady in Q1 2026 at 221 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

SHP Wealth Management first reported a position in TY in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.22K in Q4 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • SHP Wealth Management held 221 shares of TRI-Continental Corp worth $6.98K as of Q1 2026.
  • SHP Wealth Management left its TRI-Continental Corp share count unchanged in Q1 2026.
  • TRI-Continental Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #988 holding.
  • SHP Wealth Management first reported a position in TRI-Continental Corp in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's TRI-Continental Corp position peaked at $7.22K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.