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Waverly Advisors’s TRI-Continental Corp TY Stock Holding History

Waverly 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
Q1 		$409K Buy
12,935
+24
+0.2% +$785 ﹤0.01% 1170
2025
Q4 		$422K Buy
12,911
+497
+4% +$16.8K ﹤0.01% 1070
2025
Q3 		$422K Sell
12,414
-508
-4% -$16.8K ﹤0.01% 910
2025
Q2 		$409K Buy
12,922
+214
+2% +$6.49K ﹤0.01% 865
2025
Q1 		$390K Buy
12,708
+1,430
+13% +$45.5K ﹤0.01% 844
2024
Q4 		$357K Buy
+11,278
New +$375K 0.01% 771

Other funds holding TY

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waverly Advisors's TY Position: Q1 2026 in Review

Waverly Advisors increased its TRI-Continental Corp (TY) stake by 0.19% in Q1 2026, buying an estimated $785 and bringing the position to 12,935 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Waverly Advisors first reported a position in TY in Q4 2024 and has held it in 6 quarters since. The position peaked at $422K in Q3 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • Waverly Advisors held 12,935 shares of TRI-Continental Corp worth $409K as of Q1 2026.
  • Waverly Advisors bought 24 TRI-Continental Corp shares in Q1 2026, an estimated $785.
  • TRI-Continental Corp made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1170 holding.
  • Waverly Advisors first reported a position in TRI-Continental Corp in Q4 2024 and has held it in 6 quarters since.
  • Waverly Advisors's TRI-Continental Corp position peaked at $422K in Q3 2025.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.