WAM
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Worth Asset Management’s TRI-Continental Corp TY Stock Holding History

Worth Asset 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
Q3 		$230K Buy
+6,703
New +$236K 0.07% 210

Other funds holding TY

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Worth Asset Management's TY Position: Q3 2026 in Review

Worth Asset Management opened a new position in TRI-Continental Corp (TY) in Q3 2026: 6,703 shares worth $230K. The stake represents 0.07% of the portfolio and ranks #210 among its holdings.

14 funds tracked by Wall St. Rank hold TY as of Q3 2026.

  • Worth Asset Management held 6,703 shares of TRI-Continental Corp worth $230K as of Q3 2026.
  • TRI-Continental Corp was a new Worth Asset Management position in Q3 2026.
  • TRI-Continental Corp made up 0.07% of Worth Asset Management's portfolio in Q3 2026, its #210 holding.
  • 14 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2026.

Based on Worth Asset Management's 13F filing for Q3 2026, filed 7 Oct 2026.