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Tri-Continental Corporation shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Tri-Continental Corporation (TY) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Tri-Continental Corporation

Tip: Access up to 7 years of quarterly data

All positions including Tri-Continental Corporation held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tri-Continental Corporation by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.0M 93k 31.66
2025-03-31 $3.1M 102k 30.67
2024-12-31 $3.3M 104k 31.69
2024-09-30 $3.4M 103k 33.04
2023-12-31 $212k 7.3k 28.83

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Top funds holding Tri-Continental Corporation

Saba Capital Management
Lazard Asset Management
Morgan Stanley
Bard Financial Services
Blue Bell Private Wealth Management
Allspring Global Investments Holdings
UBS Group
Raymond James Financial
Wells Fargo & Company
Kovitz Investment Group Partners
Uncommon Cents Investing
Cornerstone Advisory
Wealth Enhancement Advisory Services
Stifel Financial
Hennion & Walsh Asset Management

View all funds holding Tri-Continental Corporation