Stone House Investment Management’s TRI-Continental Corp TY Stock Holding History

Stone House Investment 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	$4.65K	Buy	147 +1	+0.7%	+$33	﹤0.01%	463
2025 Q4	$4.76K	Buy	146 +10	+7%	+$338	﹤0.01%	437
2025 Q3	$4.63K	Buy	136 +1	+0.7%	+$33	﹤0.01%	381
2025 Q2	$4.28K	Buy	135 +4	+3%	+$121	﹤0.01%	348
2025 Q1	$4K	Buy	+131	New	+$4.17K	﹤0.01%	334
2024 Q4	–	Sell	-121	Closed	-$4K	–	326
2024 Q3	$4K	Buy	121 +1	+0.8%	+$32	﹤0.01%	291
2024 Q2	$3.71K	Buy	120 +2	+2%	+$61	﹤0.01%	291
2024 Q1	$3.62K	Buy	118 +1	+0.9%	+$29	﹤0.01%	308
2023 Q4	$3.36K	Buy	117 +2	+2%	+$54	﹤0.01%	240
2023 Q3	$3.06K	Buy	115 +1	+0.9%	+$28	﹤0.01%	236
2023 Q2	$3.13K	Buy	114 +1	+0.9%	+$27	﹤0.01%	236
2023 Q1	$2.99K	Buy	+113	New	+$3.03K	﹤0.01%	227
2019 Q2	–	Sell	-79	Closed	-$2K	–	189
2019 Q1	$2K	Buy	+79	New	+$2.03K	﹤0.01%	212

Other funds holding TY

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stone House Investment Management's TY Position: Q1 2026 in Review

Stone House Investment Management increased its TRI-Continental Corp (TY) stake by 0.68% in Q1 2026, buying an estimated $33 and bringing the position to 147 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Stone House Investment Management first reported a position in TY in Q1 2019 and has held it in 13 quarters since. The position peaked at $4.76K in Q4 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

Stone House Investment Management held 147 shares of TRI-Continental Corp worth $4.65K as of Q1 2026.
Stone House Investment Management bought 1 TRI-Continental Corp share in Q1 2026, an estimated $33.
TRI-Continental Corp made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #463 holding.
Stone House Investment Management first reported a position in TRI-Continental Corp in Q1 2019 and has held it in 13 quarters since.
Stone House Investment Management's TRI-Continental Corp position peaked at $4.76K in Q4 2025.
153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.