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Tri-Continental Corporation shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of Tri-Continental Corporation (TY) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in Tri-Continental Corporation

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All positions including Tri-Continental Corporation held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tri-Continental Corporation by Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $403k 12k 34.00
2025-06-30 $376k 12k 31.66
2025-03-31 $567k 19k 30.67
2016-12-31 $20k 921 21.72
2016-09-30 $20k 921 21.72

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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
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Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
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Microsoft Corporation (MSFT)
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Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

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