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Wealthspire Advisors (New York)’s TRI-Continental Corp TY Stock Holding History

Wealthspire Advisors (New York)’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
-633
Closed -$21.5K – 2768
2025
Q3 		$21.5K Buy
+633
New +$20.9K ﹤0.01% 1645

Other funds holding TY

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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 $802M AUM 22.13% 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

Wealthspire Advisors (New York)'s TY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of TRI-Continental Corp (TY) in Q4 2025, closing a stake of 633 shares — an estimated $21.5K sold.

Wealthspire Advisors (New York) first reported a position in TY in Q3 2025 and held it in 1 quarter. The position peaked at $21.5K in Q3 2025. 151 funds tracked by Wall St. Rank hold TY as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining TRI-Continental Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 633 TRI-Continental Corp shares in Q4 2025, an estimated $21.5K.
  • Wealthspire Advisors (New York) first reported a position in TRI-Continental Corp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s TRI-Continental Corp position peaked at $21.5K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.