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Tri-Continental Corporation shares owned by JFS Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Tri-Continental Corporation held by JFS 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $34k 1.1k 30.81
2023-12-31 $32k 1.1k 28.84
2023-09-30 $29k 1.1k 26.58
2023-06-30 $29k 1.1k 27.41
2023-03-31 $28k 1.1k 26.54
2022-12-31 $27k 1.0k 25.63

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for JFS 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