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Strategic Investment Solutions’s TRI-Continental Corp TY Stock Holding History

Strategic Investment Solutions’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 		$4.61K Hold
134
– – ﹤0.01% 513
2026
Q1 		$4.23K Hold
134
– – ﹤0.01% 502
2025
Q4 		$4.38K Hold
134
– – ﹤0.01% 487
2025
Q3 		$4.56K Hold
134
– – ﹤0.01% 455
2025
Q2 		$4.24K Hold
134
– – ﹤0.01% 448
2025
Q1 		$4.11K Hold
134
– – ﹤0.01% 460
2024
Q4 		$4.25K Hold
134
– – ﹤0.01% 471
2024
Q3 		$4.43K Hold
134
– – ﹤0.01% 440
2024
Q2 		$4.27K Buy
+134
New +$4.07K ﹤0.01% 435
2023
Q4 		$3.86K Sell
134
-8,308
-98% -$226K ﹤0.01% 894
2023
Q3 		$233K Buy
8,442
+8,308
+6,200% +$229K ﹤0.01% 486
2023
Q2 		$3.67K Hold
134
– – ﹤0.01% 694
2023
Q1 		$3.56K Buy
+134
New +$3.59K ﹤0.01% 807

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 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
SP
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

Strategic Investment Solutions's TY Position: Q2 2026 in Review

Strategic Investment Solutions held its TRI-Continental Corp (TY) position steady in Q2 2026 at 134 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Strategic Investment Solutions first reported a position in TY in Q1 2023 and has held it in 13 quarters since. The position peaked at $233K in Q3 2023. 17 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Strategic Investment Solutions held 134 shares of TRI-Continental Corp worth $4.61K as of Q2 2026.
  • Strategic Investment Solutions left its TRI-Continental Corp share count unchanged in Q2 2026.
  • TRI-Continental Corp made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #513 holding.
  • Strategic Investment Solutions first reported a position in TRI-Continental Corp in Q1 2023 and has held it in 13 quarters since.
  • Strategic Investment Solutions's TRI-Continental Corp position peaked at $233K in Q3 2023.
  • 17 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.