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Valued Wealth Advisors’s TRI-Continental Corp TY Stock Holding History

Valued Wealth 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
2025
Q4 		– Sell
-100
Closed -$3.39K – 652
2025
Q3 		$3.39K Hold
100
– – ﹤0.01% 336
2025
Q2 		$3.16K Hold
100
– – ﹤0.01% 339
2025
Q1 		$3.06K Hold
100
– – ﹤0.01% 368
2024
Q4 		$3.16K Buy
+100
New +$3.32K ﹤0.01% 359

Other funds holding TY

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valued Wealth Advisors's TY Position: Q4 2025 in Review

Valued Wealth Advisors sold out of TRI-Continental Corp (TY) in Q4 2025, closing a stake of 100 shares — an estimated $3.39K sold.

Valued Wealth Advisors first reported a position in TY in Q4 2024 and held it in 4 quarters. The position peaked at $3.39K in Q3 2025. 151 funds tracked by Wall St. Rank hold TY as of Q4 2025.

  • Valued Wealth Advisors reported no remaining TRI-Continental Corp position as of Q4 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 100 TRI-Continental Corp shares in Q4 2025, an estimated $3.39K.
  • Valued Wealth Advisors first reported a position in TRI-Continental Corp in Q4 2024 and held it in 4 quarters.
  • Valued Wealth Advisors's TRI-Continental Corp position peaked at $3.39K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2025.

Based on Valued Wealth Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.