Capstone Financial Advisors, Inc.
Position in TY — TRI-CONTINENTAL Corp
CIK 1599217
DOWNERS GROVE, IL
Position in TY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,599,157
+$213,702 QoQ
Shares Held
75,513
0.0% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#22
of 156 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Capstone Financial Advisors, Inc. holds $3,805,940 across 3 Asset Management names. TY ranks #1 (68.3% of the industry book) .
All Filings in TY
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,599,157 | 75,513 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,385,455 | 75,513 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,466,254 | 75,513 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,567,442 | 75,513 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,390,741 | 75,513 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,315,983 | 75,513 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,393,006 | 75,513 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,494,949 | 75,513 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,338,637 | 75,513 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,325,800 | 75,513 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,177,039 | 75,513 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,007,890 | 75,513 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,070,566 | 75,513 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,004,870 | 75,513 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,935,398 | 75,513 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,930,112 | 75,513 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,976,175 | 75,513 | Shares | Sole | 2022-09-02 | |
| 2022-03-31 | $2,328,820 | 75,513 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,506,276 | 75,513 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,520,623 | 75,513 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,574,238 | 75,513 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||