Sound Income Strategies’s TRI-Continental Corp TY Stock Holding History

Sound Income Strategies’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	–	Sell	-145	Closed	-$4.65K	–	2257
2026 Q1	$4.65K	Buy	145 +60	+71%	+$1.96K	﹤0.01%	1856
2025 Q4	$2.82K	Hold	85	–	–	﹤0.01%	2037
2025 Q3	$2.92K	Hold	85	–	–	﹤0.01%	1286
2025 Q2	$2.7K	Hold	85	–	–	﹤0.01%	1213
2025 Q1	$2.62K	Hold	85	–	–	﹤0.01%	1187
2024 Q4	$2.7K	Hold	85	–	–	﹤0.01%	1115
2024 Q3	$2.82K	Hold	85	–	–	﹤0.01%	1069
2024 Q2	$2.64K	Hold	85	–	–	﹤0.01%	1060
2024 Q1	$2.63K	Hold	85	–	–	﹤0.01%	1010
2023 Q4	$2.46K	Hold	85	–	–	﹤0.01%	1019
2023 Q3	$2.27K	Hold	85	–	–	﹤0.01%	888
2023 Q2	$2.34K	Hold	85	–	–	﹤0.01%	867
2023 Q1	$2.27K	Hold	85	–	–	﹤0.01%	823
2022 Q4	$2.19K	Hold	85	–	–	﹤0.01%	752
2022 Q3	$2K	Hold	85	–	–	﹤0.01%	740
2022 Q2	$2K	Hold	85	–	–	﹤0.01%	754
2022 Q1	$3K	Hold	85	–	–	﹤0.01%	692
2021 Q4	$3K	Hold	85	–	–	﹤0.01%	685
2021 Q3	$3K	Hold	85	–	–	﹤0.01%	661
2021 Q2	$3K	Hold	85	–	–	﹤0.01%	695
2021 Q1	$2.77K	Hold	85	–	–	﹤0.01%	714
2020 Q4	$3K	Hold	85	–	–	﹤0.01%	686
2020 Q3	$2K	Hold	85	–	–	﹤0.01%	691
2020 Q2	$2K	Hold	85	–	–	﹤0.01%	656
2020 Q1	$2K	Hold	85	–	–	﹤0.01%	612
2019 Q4	$2K	Hold	85	–	–	﹤0.01%	585
2019 Q3	$2K	Hold	85	–	–	﹤0.01%	550
2019 Q2	$2K	Hold	85	–	–	﹤0.01%	566
2019 Q1	$2K	Hold	85	–	–	﹤0.01%	567
2018 Q4	$2K	Hold	85	–	–	﹤0.01%	551
2018 Q3	$2K	Hold	85	–	–	﹤0.01%	570
2018 Q2	$2K	Hold	85	–	–	﹤0.01%	520
2018 Q1	$2K	Hold	85	–	–	﹤0.01%	488
2017 Q4	$2K	Buy	+85	New	+$2.23K	﹤0.01%	417

Other funds holding TY

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Sound Income Strategies's TY Position: Q2 2026 in Review

Sound Income Strategies sold out of TRI-Continental Corp (TY) in Q2 2026, closing a stake of 145 shares — an estimated $4.65K sold.

Sound Income Strategies first reported a position in TY in Q4 2017 and held it in 34 quarters. The position peaked at $4.65K in Q1 2026. 128 funds tracked by Wall St. Rank hold TY as of Q2 2026.

Sound Income Strategies reported no remaining TRI-Continental Corp position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 145 TRI-Continental Corp shares in Q2 2026, an estimated $4.65K.
Sound Income Strategies first reported a position in TRI-Continental Corp in Q4 2017 and held it in 34 quarters.
Sound Income Strategies's TRI-Continental Corp position peaked at $4.65K in Q1 2026.
128 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.