EP Wealth Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $212k 7.3k 28.83

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Tri-Continental Corporation

Allspring Global Investments Holdings
Bard Financial Services
Lazard Asset Management
Blue Bell Private Wealth Management
Raymond James & Associates
Wells Fargo & Company
UBS Group
Relative Value Partners
HTLF Bank
Raymond James Financial Services Advisors
Uncommon Cents Investing
Hennion & Walsh Asset Management
Wealth Enhancement Advisory Services
Stifel Financial
Royal Bank of Canada

View all funds holding Tri-Continental Corporation