Stolper & Co’s TRI-Continental Corp TY Stock Holding History

Stolper & Co’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	$2.25M	Buy	65,324 +46,874	+254%	+$1.61M	0.58%	54
2026 Q1	$847K	Sell	18,450 -43,205	-70%	-$1.41M	0.24%	65
2025 Q4	$2.01M	Buy	61,655 +3,309	+6%	+$112K	0.59%	55
2025 Q3	$1.98M	Sell	58,346 -43	-0.1%	-$1.42K	0.6%	52
2025 Q2	$1.85M	Buy	58,389 +3,021	+5%	+$91.6K	0.61%	51
2025 Q1	$1.7M	Buy	55,368 +349	+0.6%	+$11.1K	0.56%	54
2024 Q4	$1.74M	Buy	55,019 +1,965	+4%	+$65.3K	0.58%	51
2024 Q3	$1.75M	Buy	53,054 +164	+0.3%	+$5.2K	0.57%	56
2024 Q2	$1.64M	Sell	52,890 -262	-0.5%	-$7.95K	0.58%	53
2024 Q1	$1.64M	Buy	53,152 +380	+0.7%	+$11.2K	0.59%	52
2023 Q4	$1.52M	Buy	52,772 +971	+2%	+$26.4K	0.61%	49
2023 Q3	$1.38M	Sell	51,801 -1,125	-2%	-$31K	0.6%	54
2023 Q2	$1.45M	Sell	52,926 -1,402	-3%	-$37.2K	0.61%	52
2023 Q1	$1.44M	Sell	54,328 -3,054	-5%	-$81.8K	0.62%	54
2022 Q4	$1.47M	Sell	57,382 -826	-1%	-$22.1K	0.64%	50
2022 Q3	$1.49M	Buy	58,208 +1,625	+3%	+$44.9K	0.73%	51
2022 Q2	$1.48M	Buy	56,583 +1,105	+2%	+$31.7K	0.69%	55
2022 Q1	$1.71M	Buy	55,478 +3,092	+6%	+$95.8K	0.72%	51
2021 Q4	$1.74M	Buy	52,386 +7,272	+16%	+$250K	0.78%	41
2021 Q3	$1.51M	Buy	45,114 +8,146	+22%	+$279K	0.72%	45
2021 Q2	$1.26M	Sell	36,968 -97	-0.3%	-$3.29K	0.59%	52
2021 Q1	$1.2M	Sell	37,065 -1,294	-3%	-$40K	0.62%	52
2020 Q4	$1.13M	Hold	38,359	–	–	0.63%	48
2020 Q3	$995K	Buy	38,359 +1,363	+4%	+$35.5K	0.64%	50
2020 Q2	$914K	Buy	36,996 +86	+0.2%	+$2.03K	0.6%	52
2020 Q1	$772K	Buy	+36,910	New	+$964K	0.55%	53

Other funds holding TY

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

WCM

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Stolper & Co's TY Position: Q2 2026 in Review

Stolper & Co increased its TRI-Continental Corp (TY) stake by 254% in Q2 2026, buying an estimated $1.61M and bringing the position to 65,324 shares worth $2.25M. The position accounts for 0.58% of the portfolio, ranked #54.

Stolper & Co first reported a position in TY in Q1 2020 and has held it in 26 quarters since. 17 funds tracked by Wall St. Rank hold TY as of Q2 2026.

Stolper & Co held 65,324 shares of TRI-Continental Corp worth $2.25M as of Q2 2026.
Stolper & Co bought 46,874 TRI-Continental Corp shares in Q2 2026, an estimated $1.61M.
TRI-Continental Corp made up 0.58% of Stolper & Co's portfolio in Q2 2026, its #54 holding.
Stolper & Co first reported a position in TRI-Continental Corp in Q1 2020 and has held it in 26 quarters since.
17 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.