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Tower Wealth Partners’s TRI-Continental Corp TY Stock Holding History

Tower Wealth Partners’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 		$493K Buy
15,604
+140
+0.9% +$4.58K 0.27% 44
2025
Q4 		$505K Buy
15,464
+1,030
+7% +$34.8K 0.28% 42
2025
Q3 		$491K Buy
14,434
+111
+0.8% +$3.66K 0.27% 44
2025
Q2 		$453K Buy
14,323
+471
+3% +$14.3K 0.27% 41
2025
Q1 		$425K Buy
13,852
+121
+0.9% +$3.85K 0.23% 46
2024
Q4 		$435K Buy
13,731
+899
+7% +$29.9K 0.23% 40
2024
Q3 		$424K Buy
12,832
+113
+0.9% +$3.58K 0.25% 41
2024
Q2 		$394K Buy
12,719
+237
+2% +$7.19K 0.24% 39
2024
Q1 		$384K Buy
12,482
+225
+2% +$6.62K 0.25% 41
2023
Q4 		$353K Buy
12,257
+45
+0.4% +$1.22K 0.25% 40
2023
Q3 		$325K Buy
12,212
+115
+1% +$3.17K 0.27% 40
2023
Q2 		$332K Buy
12,097
+147
+1% +$3.9K 0.27% 40
2023
Q1 		$317K Buy
11,950
+133
+1% +$3.56K 0.27% 42
2022
Q4 		$303K Buy
11,817
+387
+3% +$10.3K 0.26% 40
2022
Q3 		$312K Buy
11,430
+113
+1% +$3.12K 0.3% 39
2022
Q2 		$296K Buy
11,317
+327
+3% +$9.39K 0.39% 34
2022
Q1 		$339K Buy
10,990
+97
+0.9% +$3K 0.37% 37
2021
Q4 		$362K Buy
10,893
+1,104
+11% +$38K 0.37% 33
2021
Q3 		$327K Buy
9,789
+86
+0.9% +$2.94K 0.34% 37
2021
Q2 		$331K Buy
9,703
+150
+2% +$5.08K 0.36% 37
2021
Q1 		$310K Buy
9,553
+73
+0.8% +$2.26K 0.4% 37
2020
Q4 		$279K Buy
+9,480
New +$265K 0.32% 32

Other funds holding TY

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tower Wealth Partners's TY Position: Q1 2026 in Review

Tower Wealth Partners increased its TRI-Continental Corp (TY) stake by 0.91% in Q1 2026, buying an estimated $4.58K and bringing the position to 15,604 shares worth $493K. The position accounts for 0.27% of the portfolio, ranked #44.

Tower Wealth Partners first reported a position in TY in Q4 2020 and has held it in 22 quarters since. The position peaked at $505K in Q4 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • Tower Wealth Partners held 15,604 shares of TRI-Continental Corp worth $493K as of Q1 2026.
  • Tower Wealth Partners bought 140 TRI-Continental Corp shares in Q1 2026, an estimated $4.58K.
  • TRI-Continental Corp made up 0.27% of Tower Wealth Partners's portfolio in Q1 2026, its #44 holding.
  • Tower Wealth Partners first reported a position in TRI-Continental Corp in Q4 2020 and has held it in 22 quarters since.
  • Tower Wealth Partners's TRI-Continental Corp position peaked at $505K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.