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Tri-Continental Corporation shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning Group investment in Tri-Continental Corporation

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

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Quarterly reported holdings in Tri-Continental Corporation by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $36k 1.0k 34.43

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Growth Index Etf (VUG)
Vanguard Ftse Developed Etf (VEA)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Tri-Continental Corporation

Saba Capital Management
Morgan Stanley
Lazard Asset Management
Blue Bell Private Wealth Management
Allspring Global Investments Holdings
Raymond James Financial
UBS Group
Colony
Umb Bank N A
Wells Fargo & Company
Uncommon Cents Investing
Hennion & Walsh Asset Management
Cornerstone Advisory
Advisor Group Holdings
Stifel Financial

View all funds holding Tri-Continental Corporation