United Financial Planning Group’s TRI-Continental Corp TY Stock Holding History

United Financial Planning Group’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	$35.9K	Buy	+1,043	New	+$35.8K	0.02%	122

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

United Financial Planning Group's TY Position: Q2 2026 in Review

United Financial Planning Group opened a new position in TRI-Continental Corp (TY) in Q2 2026: 1,043 shares worth $35.9K. The stake represents 0.02% of the portfolio and ranks #122 among its holdings.

156 funds tracked by Wall St. Rank hold TY as of Q2 2026.

United Financial Planning Group held 1,043 shares of TRI-Continental Corp worth $35.9K as of Q2 2026.
TRI-Continental Corp was a new United Financial Planning Group position in Q2 2026.
TRI-Continental Corp made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #122 holding.
156 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.