Position in TY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,378,039
+$114,629 QoQ
Shares Held
40,036
+0.1% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#35
of 156 holders
Holding Since
Sep 2024
8 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, 2026Beckerman Institutional, LLC holds $7,115,742 across 9 Asset Management names. TY ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCV |
Bancroft Fund Ltd
|
72,888 | $1,894,359 | |
| 2 | TY |
TRI-CONTINENTAL Corp
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|
40,036 | $1,378,039 | |
| 3 | GGZ |
Gabelli Global Small & Mid Cap Value Trust
|
57,321 | $933,185 | |
| 4 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
54,945 | $834,614 | |
| 5 | RGT |
Royce Global Trust, Inc.
|
43,001 | $611,904 | |
| 6 | PNI |
Pimco New York Municipal Income Fund II
|
75,711 | $536,790 | |
| 7 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
34,099 | $536,036 | |
| 8 | BX |
Blackstone Inc.
|
1,885 | $221,807 |
All Filings in TY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,378,039 | 40,036 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,263,410 | 39,994 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,322,860 | 40,504 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,394,578 | 41,017 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,313,890 | 41,500 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,277,497 | 41,653 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,319,318 | 41,632 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,352,128 | 40,924 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||