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Tri-Continental Corporation shares owned by Financial Plan

Quarter-by-quarter ownership of Tri-Continental Corporation (TY) shares owned by Financial Plan from 13F filings

Historical chart of Financial Plan investment in Tri-Continental Corporation

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

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Quarterly reported holdings in Tri-Continental Corporation by Financial Plan

Quarter filed Position value Share count Share price at filing
2025-12-31 $392k 12k 32.66

More positions owned by Financial Plan

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Series Trust State Street Spd (SPMB)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Financial Plan

Top funds holding Tri-Continental Corporation

Saba Capital Management
Lazard Asset Management
Bard Financial Services
Blue Bell Private Wealth Management
Allspring Global Investments Holdings
Raymond James Financial
UBS Group
Wells Fargo & Company
Kovitz Investment Group Partners
Uncommon Cents Investing
Cornerstone Advisory
Wealth Enhancement Advisory Services
Hennion & Walsh Asset Management
Stifel Financial
1620 Investment Advisors

View all funds holding Tri-Continental Corporation