Position in TY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$276,874
+$20,079 QoQ
Shares Held
8,044
-1.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#96
of 156 holders
Holding Since
Dec 2025
3 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, 2026Unify Financial Advisors holds $276,874 across 1 Asset Management name. TY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TY |
TRI-CONTINENTAL Corp
This page
|
8,044 | $276,874 |
All Filings in TY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,874 | 8,044 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $256,795 | 8,129 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $270,555 | 8,284 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||