Thurston Springer Miller Herd & Titak’s TRI-Continental Corp TY Stock Holding History

Thurston Springer Miller Herd & Titak’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 Q3	–	Sell	-157	Closed	-$4.97K	–	1300
2025 Q2	$4.97K	Hold	157	–	–	﹤0.01%	1285
2025 Q1	$4.82K	Hold	157	–	–	﹤0.01%	1284
2024 Q4	$4.97K	Buy	+157	New	+$5.22K	﹤0.01%	1015

Other funds holding TY

SCM

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

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

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

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's TY Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of TRI-Continental Corp (TY) in Q3 2025, closing a stake of 157 shares — an estimated $4.97K sold.

Thurston Springer Miller Herd & Titak first reported a position in TY in Q4 2024 and held it in 3 quarters. The position peaked at $4.97K in Q4 2024. 154 funds tracked by Wall St. Rank hold TY as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining TRI-Continental Corp position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 157 TRI-Continental Corp shares in Q3 2025, an estimated $4.97K.
Thurston Springer Miller Herd & Titak first reported a position in TRI-Continental Corp in Q4 2024 and held it in 3 quarters.
Thurston Springer Miller Herd & Titak's TRI-Continental Corp position peaked at $4.97K in Q4 2024.
154 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.