Twin Focus Capital Partners’s TRI-Continental Corp TY Stock Holding History

Twin Focus Capital 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 Q2	$434K	Hold	12,611	–	–	0.04%	134
2026 Q1	$398K	Hold	12,611	–	–	0.05%	142
2025 Q4	$412K	Hold	12,611	–	–	0.05%	144
2025 Q3	$429K	Hold	12,611	–	–	0.05%	135
2025 Q2	$399K	Buy	12,611 +1,000	+9%	+$30.3K	0.06%	121
2025 Q1	$356K	Hold	11,611	–	–	0.06%	119
2024 Q4	$368K	Buy	11,611 +611	+6%	+$20.3K	0.05%	109
2024 Q3	$363K	Buy	11,000 +2,000	+22%	+$63.4K	0.06%	113
2024 Q2	$279K	Hold	9,000	–	–	0.04%	122
2024 Q1	$277K	Hold	9,000	–	–	0.05%	121
2023 Q4	$259K	Sell	9,000 -500	-5%	-$13.6K	0.05%	130
2023 Q3	$253K	Hold	9,500	–	–	0.06%	139
2023 Q2	$260K	Hold	9,500	–	–	0.05%	186
2023 Q1	$252K	Hold	9,500	–	–	0.05%	187
2022 Q4	$243K	Sell	9,500 -5,900	-38%	-$158K	0.05%	181
2022 Q3	$394K	Sell	15,400 -1,000	-6%	-$27.6K	0.09%	111
2022 Q2	$429K	Hold	16,400	–	–	0.1%	112
2022 Q1	$506K	Buy	16,400 +500	+3%	+$15.5K	0.1%	109
2021 Q4	$528K	Hold	15,900	–	–	0.11%	106
2021 Q3	$531K	Hold	15,900	–	–	0.12%	91
2021 Q2	$542K	Hold	15,900	–	–	0.13%	95
2021 Q1	$516K	Hold	15,900	–	–	0.15%	85
2020 Q4	$469K	Sell	15,900 -4,300	-21%	-$120K	0.14%	84
2020 Q3	$524K	Buy	20,200 +1,000	+5%	+$26K	0.19%	68
2020 Q2	$474K	Hold	19,200	–	–	0.19%	71
2020 Q1	$401K	Buy	19,200 +2,800	+17%	+$73.1K	0.19%	80
2019 Q4	$462K	Hold	16,400	–	–	0.15%	105
2019 Q3	$447K	Hold	16,400	–	–	0.18%	86
2019 Q2	$442K	Buy	+16,400	New	+$439K	0.19%	77

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

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 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

UCI

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

Twin Focus Capital Partners's TY Position: Q2 2026 in Review

Twin Focus Capital Partners held its TRI-Continental Corp (TY) position steady in Q2 2026 at 12,611 shares worth $434K. The position accounts for 0.04% of the portfolio, ranked #134.

Twin Focus Capital Partners first reported a position in TY in Q2 2019 and has held it in 29 quarters since. The position peaked at $542K in Q2 2021. 157 funds tracked by Wall St. Rank hold TY as of Q2 2026.

Twin Focus Capital Partners held 12,611 shares of TRI-Continental Corp worth $434K as of Q2 2026.
Twin Focus Capital Partners left its TRI-Continental Corp share count unchanged in Q2 2026.
TRI-Continental Corp made up 0.04% of Twin Focus Capital Partners's portfolio in Q2 2026, its #134 holding.
Twin Focus Capital Partners first reported a position in TRI-Continental Corp in Q2 2019 and has held it in 29 quarters since.
Twin Focus Capital Partners's TRI-Continental Corp position peaked at $542K in Q2 2021.
157 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Twin Focus Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.