SJS Investment Consulting’s TRI-Continental Corp TY Stock Holding History

SJS Investment Consulting’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	$7.95K	Hold	231	–	–	﹤0.01%	1180
2026 Q1	$7.3K	Hold	231	–	–	﹤0.01%	938
2025 Q4	$7.54K	Hold	231	–	–	﹤0.01%	854
2025 Q3	$7.85K	Hold	231	–	–	﹤0.01%	648
2025 Q2	$7.31K	Hold	231	–	–	﹤0.01%	366
2025 Q1	$7.08K	Hold	231	–	–	﹤0.01%	397
2024 Q4	$7.32K	Hold	231	–	–	﹤0.01%	380
2024 Q3	$7.63K	Hold	231	–	–	﹤0.01%	412
2024 Q2	$7.16K	Hold	231	–	–	﹤0.01%	380
2024 Q1	$7.12K	Hold	231	–	–	﹤0.01%	404
2023 Q4	$6.66K	Hold	231	–	–	﹤0.01%	348
2023 Q3	$6.14K	Hold	231	–	–	﹤0.01%	343
2023 Q2	$6.33K	Hold	231	–	–	﹤0.01%	321
2023 Q1	$6.13K	Hold	231	–	–	﹤0.01%	341
2022 Q4	$5.92K	Hold	231	–	–	﹤0.01%	341
2022 Q3	$6K	Buy	+231	New	+$6.39K	﹤0.01%	327
2022 Q1	$7K	Hold	231	–	–	﹤0.01%	426
2021 Q4	$8K	Buy	+231	New	+$7.95K	﹤0.01%	393

Other funds holding TY

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

UCI

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PTP

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

SJS Investment Consulting's TY Position: Q2 2026 in Review

SJS Investment Consulting held its TRI-Continental Corp (TY) position steady in Q2 2026 at 231 shares worth $7.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

SJS Investment Consulting first reported a position in TY in Q4 2021 and has held it in 18 quarters since. The position peaked at $8K in Q4 2021. 80 funds tracked by Wall St. Rank hold TY as of Q2 2026.

SJS Investment Consulting held 231 shares of TRI-Continental Corp worth $7.95K as of Q2 2026.
SJS Investment Consulting left its TRI-Continental Corp share count unchanged in Q2 2026.
TRI-Continental Corp made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1180 holding.
SJS Investment Consulting first reported a position in TRI-Continental Corp in Q4 2021 and has held it in 18 quarters since.
SJS Investment Consulting's TRI-Continental Corp position peaked at $8K in Q4 2021.
80 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.