Summitry LLC’s TRI-Continental Corp TY Stock Holding History

Summitry LLC’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
2025 Q4	–	Sell	-6,500	Closed	-$221K	–	273
2025 Q3	$221K	Buy	+6,500	New	+$214K	0.01%	199

Other funds holding TY

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summitry LLC's TY Position: Q4 2025 in Review

Summitry LLC sold out of TRI-Continental Corp (TY) in Q4 2025, closing a stake of 6,500 shares — an estimated $221K sold.

Summitry LLC first reported a position in TY in Q3 2025 and held it in 1 quarter. The position peaked at $221K in Q3 2025. 151 funds tracked by Wall St. Rank hold TY as of Q4 2025.

Summitry LLC reported no remaining TRI-Continental Corp position as of Q4 2025 after selling out during the quarter.
Summitry LLC sold 6,500 TRI-Continental Corp shares in Q4 2025, an estimated $221K.
Summitry LLC first reported a position in TRI-Continental Corp in Q3 2025 and held it in 1 quarter.
Summitry LLC's TRI-Continental Corp position peaked at $221K in Q3 2025.
151 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2025.

Based on Summitry LLC's 13F filing for Q4 2025, filed 9 Feb 2026.