Unify Financial Advisors
TY icon

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
Q3 		$276K Hold
8,044
– – 0.25% 71
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

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Uncommon Cents Investing
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UMB Bank
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Cornerstone Advisory
Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return
LPL Financial
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1620 Investment Advisors
1620 Investment Advisors Plymouth, Massachusetts $160M AUM 20.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Unify Financial Advisors's TY Position: Q3 2026 in Review

Unify Financial Advisors held its TRI-Continental Corp (TY) position steady in Q3 2026 at 8,044 shares worth $276K. The position accounts for 0.25% of the portfolio, ranked #71.

Unify Financial Advisors first reported a position in TY in Q4 2025 and has held it in 4 quarters since. The position peaked at $277K in Q2 2026. 77 funds tracked by Wall St. Rank hold TY as of Q3 2026.

  • Unify Financial Advisors held 8,044 shares of TRI-Continental Corp worth $276K as of Q3 2026.
  • Unify Financial Advisors left its TRI-Continental Corp share count unchanged in Q3 2026.
  • TRI-Continental Corp made up 0.25% of Unify Financial Advisors's portfolio in Q3 2026, its #71 holding.
  • Unify Financial Advisors first reported a position in TRI-Continental Corp in Q4 2025 and has held it in 4 quarters since.
  • Unify Financial Advisors's TRI-Continental Corp position peaked at $277K in Q2 2026.
  • 77 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2026.

Based on Unify Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.