Transform Wealth’s TRI-Continental Corp TY Stock Holding History

Transform Wealth’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 Q1	$565K	Hold	18,437	–	–	0.03%	161
2024 Q4	$584K	Hold	18,437	–	–	0.03%	165
2024 Q3	$609K	Hold	18,437	–	–	0.04%	136
2024 Q2	$571K	Buy	18,437 +173	+0.9%	+$5.25K	0.04%	139
2024 Q1	$563K	Buy	18,264 +154	+0.9%	+$4.53K	0.05%	144
2023 Q4	$522K	Sell	18,110 -5,330	-23%	-$145K	0.05%	164
2023 Q3	$623K	Sell	23,440 -23,052	-50%	-$635K	0.07%	152
2023 Q2	$1.27M	Buy	46,492 +500	+1%	+$13.3K	0.11%	126
2023 Q1	$1.22M	Buy	45,992 +23,219	+102%	+$622K	0.12%	123
2022 Q4	$584K	Buy	+22,773	New	+$609K	0.07%	137

Other funds holding TY

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Transform Wealth's TY Position: Q1 2025 in Review

Transform Wealth held its TRI-Continental Corp (TY) position steady in Q1 2025 at 18,437 shares worth $565K. The position accounts for 0.03% of the portfolio, ranked #161.

Transform Wealth first reported a position in TY in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.27M in Q2 2023. 145 funds tracked by Wall St. Rank hold TY as of Q1 2025.

Transform Wealth held 18,437 shares of TRI-Continental Corp worth $565K as of Q1 2025.
Transform Wealth left its TRI-Continental Corp share count unchanged in Q1 2025.
TRI-Continental Corp made up 0.03% of Transform Wealth's portfolio in Q1 2025, its #161 holding.
Transform Wealth first reported a position in TRI-Continental Corp in Q4 2022 and has held it in 10 quarters since.
Transform Wealth's TRI-Continental Corp position peaked at $1.27M in Q2 2023.
145 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.