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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
Q3 		$2.18M Sell
63,449
-1,875
-3% -$65.9K 0.56% 54
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

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $501M AUM 24.72% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RCS
R2 Capital Strategies Lincoln, Nebraska $236M AUM
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Stolper & Co's TY Position: Q3 2026 in Review

Stolper & Co reduced its TRI-Continental Corp (TY) stake by 2.9% in Q3 2026, selling an estimated $65.9K and leaving 63,449 shares worth $2.18M. The position accounts for 0.56% of the portfolio, ranked #54.

Stolper & Co first reported a position in TY in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.25M in Q2 2026. 21 funds tracked by Wall St. Rank hold TY as of Q3 2026.

  • Stolper & Co held 63,449 shares of TRI-Continental Corp worth $2.18M as of Q3 2026.
  • Stolper & Co sold 1,875 TRI-Continental Corp shares in Q3 2026, an estimated $65.9K.
  • TRI-Continental Corp made up 0.56% of Stolper & Co's portfolio in Q3 2026, its #54 holding.
  • Stolper & Co first reported a position in TRI-Continental Corp in Q1 2020 and has held it in 27 quarters since.
  • Stolper & Co's TRI-Continental Corp position peaked at $2.25M in Q2 2026.
  • 21 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.