TY β€” TRI CONTL CORP

Ownership history in BROWN, LISLE/CUMMINGS, INC.  Β·  8 quarters on record

AI Ownership Summary

BROWN, LISLE/CUMMINGS, INC. reported TRI CONTL CORP (TY) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.07% in 2024 Q2. The latest visible filing shows TY at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BROWN, LISLE/CUMMINGS, INC.'s position in TRI CONTL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TY was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BROWN, LISLE/CUMMINGS, INC. held TY β€” position size vs. price
% of Fund (quarterly)    TY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 4,200 β€” 0% 0.03% $133K 2026-04-20 $34.02
2025 Q4 UNCHANGED 4,200 β€” 0% 0.03% $137K 2026-01-23 $32.96
2025 Q3 REDUCED 4,200 -400 -8.7% 0.04% $143K 2025-10-10 $33.05
2025 Q2 REDUCED 4,600 -400 -8.0% 0.04% $146K 2025-07-16 $31.18
2025 Q1 REDUCED 5,000 -1,000 -16.7% 0.04% $153K 2025-04-22 $27.47
2024 Q4 REDUCED 6,000 -800 -11.8% 0.06% $190K 2025-01-27 $31.25
2024 Q3 UNCHANGED 6,800 β€” 0% 0.07% $225K 2024-10-18 $31.83
2024 Q2 INITIATED 6,800 β€” β€” 0.07% $211K 2024-07-17 $29.96

FAQ About BROWN, LISLE/CUMMINGS, INC. and TY

These are the practical questions this page is built to answer before you even open the full history table.

How long has BROWN, LISLE/CUMMINGS, INC. reported owning TY?

BROWN, LISLE/CUMMINGS, INC. reported TY across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported TY position in BROWN, LISLE/CUMMINGS, INC.'s portfolio?

The largest reported portfolio weight for TY was 0.07% in 2024 Q2.

What is the latest reported TY position on this page?

The most recent filing on this page is 2026 Q1, when BROWN, LISLE/CUMMINGS, INC. reported 4,200 shares, equal to 0.03% of portfolio, with an estimated market value of $133K.

What does the chart on this TY ownership page compare?

The chart compares BROWN, LISLE/CUMMINGS, INC.'s quarterly TY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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