Whitener Capital Management’s TRI-Continental Corp TY Stock Holding History

Whitener Capital Management’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	$1.08M	Sell	31,386 -2,435	-7%	-$83.5K	0.23%	84
2026 Q1	$1.07M	Buy	33,821 +69	+0.2%	+$2.26K	0.24%	78
2025 Q4	$1.1M	Buy	33,752 +132	+0.4%	+$4.46K	0.25%	76
2025 Q3	$1.14M	Sell	33,620 -115	-0.3%	-$3.79K	0.27%	72
2025 Q2	$1.07M	Sell	33,735 -2,816	-8%	-$85.4K	0.28%	73
2025 Q1	$1.12M	Sell	36,551 -125	-0.3%	-$3.98K	0.32%	67
2024 Q4	$1.16M	Sell	36,676 -139	-0.4%	-$4.62K	0.33%	60
2024 Q3	$1.22M	Buy	36,815 +260	+0.7%	+$8.24K	0.35%	61
2024 Q2	$1.13M	Buy	36,555 +965	+3%	+$29.3K	0.34%	62
2024 Q1	$1.1M	Buy	35,590 +135	+0.4%	+$3.97K	0.36%	60
2023 Q4	$1.02M	Sell	35,455 -834	-2%	-$22.7K	0.37%	56
2023 Q3	$965K	Buy	36,289 +713	+2%	+$19.6K	0.39%	58
2023 Q2	$975K	Buy	35,576 +1,684	+5%	+$44.7K	0.37%	58
2023 Q1	$900K	Buy	33,892 +3,273	+11%	+$87.6K	0.38%	61
2022 Q4	$785K	Buy	30,619 +5,762	+23%	+$154K	0.34%	65
2022 Q3	$635K	Buy	24,857 +9,004	+57%	+$249K	0.3%	71
2022 Q2	$414K	Buy	+15,853	New	+$455K	0.19%	91

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

Whitener Capital Management's TY Position: Q2 2026 in Review

Whitener Capital Management reduced its TRI-Continental Corp (TY) stake by 7.2% in Q2 2026, selling an estimated $83.5K and leaving 31,386 shares worth $1.08M. The position accounts for 0.23% of the portfolio, ranked #84.

Whitener Capital Management first reported a position in TY in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.22M in Q3 2024. 156 funds tracked by Wall St. Rank hold TY as of Q2 2026.

Whitener Capital Management held 31,386 shares of TRI-Continental Corp worth $1.08M as of Q2 2026.
Whitener Capital Management sold 2,435 TRI-Continental Corp shares in Q2 2026, an estimated $83.5K.
TRI-Continental Corp made up 0.23% of Whitener Capital Management's portfolio in Q2 2026, its #84 holding.
Whitener Capital Management first reported a position in TRI-Continental Corp in Q2 2022 and has held it in 17 quarters since.
Whitener Capital Management's TRI-Continental Corp position peaked at $1.22M in Q3 2024.
156 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.