UB
TY icon

UMB Bank’s TRI-Continental Corp TY Stock Holding History

UMB Bank’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 		$5.64M Sell
163,808
-13,984
-8% -$479K 0.07% 166
2026
Q1 		$5.62M Sell
177,792
-2,788
-2% -$91.2K 0.08% 165
2025
Q4 		$5.9M Buy
+180,580
New +$6.11M 0.08% 169

Other funds holding TY

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UMB Bank's TY Position: Q2 2026 in Review

UMB Bank reduced its TRI-Continental Corp (TY) stake by 7.9% in Q2 2026, selling an estimated $479K and leaving 163,808 shares worth $5.64M. The position accounts for 0.07% of the portfolio, ranked #166.

UMB Bank first reported a position in TY in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.9M in Q4 2025. 157 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • UMB Bank held 163,808 shares of TRI-Continental Corp worth $5.64M as of Q2 2026.
  • UMB Bank sold 13,984 TRI-Continental Corp shares in Q2 2026, an estimated $479K.
  • TRI-Continental Corp made up 0.07% of UMB Bank's portfolio in Q2 2026, its #166 holding.
  • UMB Bank first reported a position in TRI-Continental Corp in Q4 2025 and has held it in 3 quarters since.
  • UMB Bank's TRI-Continental Corp position peaked at $5.9M in Q4 2025.
  • 157 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.