UFA
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Unify Financial Advisors’s TRI-Continental Corp TY Stock Holding History

Unify Financial Advisors’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 		$277K Sell
8,044
-85
-1% -$2.91K 0.26% 74
2026
Q1 		$257K Sell
8,129
-155
-2% -$5.07K 0.27% 76
2025
Q4 		$271K Buy
+8,284
New +$280K 0.28% 75

Other funds holding TY

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
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Unify Financial Advisors's TY Position: Q2 2026 in Review

Unify Financial Advisors reduced its TRI-Continental Corp (TY) stake by 1% in Q2 2026, selling an estimated $2.91K and leaving 8,044 shares worth $277K. The position accounts for 0.26% of the portfolio, ranked #74.

Unify Financial Advisors first reported a position in TY in Q4 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Unify Financial Advisors held 8,044 shares of TRI-Continental Corp worth $277K as of Q2 2026.
  • Unify Financial Advisors sold 85 TRI-Continental Corp shares in Q2 2026, an estimated $2.91K.
  • TRI-Continental Corp made up 0.26% of Unify Financial Advisors's portfolio in Q2 2026, its #74 holding.
  • Unify Financial Advisors first reported a position in TRI-Continental Corp in Q4 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.