Crews Bank & Trust TY — Tri-Contintental Corporation

Ownership history in Crews Bank & Trust  ·  7 quarters on record

AI Ownership Summary

Crews Bank & Trust reported Tri-Contintental Corporation (TY) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.05% in 2024 Q4. The latest visible filing shows TY at 0.02% 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 Crews Bank & Trust's position in Tri-Contintental Corporation, 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 Q2

TY was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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.

TY stock page Crews Bank & Trust fund profile Crews Bank & Trust full holdings
How Crews Bank & Trust held TY — position size vs. price
% of Fund (quarterly)    TY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 4,434 — 0% 0.02% $153K 2026-07-16 $35.12
2026 Q1 UNCHANGED — — — 4,434 — 0% 0.02% $140K 2026-05-13 $33.79
2025 Q4 REDUCED 47.9% -2.4% ✅ 4,434 -4,075 -47.9% 0.02% $145K 2026-01-21 $31.91
2025 Q3 UNCHANGED — — — 8,509 — 0% 0.04% $289K 2025-10-22 $32.59
2025 Q2 UNCHANGED — — — 8,509 — 0% 0.04% $269K 2025-07-21 $30.79
2025 Q1 UNCHANGED — — — 8,509 — 0% 0.04% $261K 2025-04-22 $26.84
2024 Q4 INITIATED — — — 8,509 — — 0.05% $270K 2025-01-23 $30.68

🏢 Other funds also holding TY

As of 2026 Q2 — sorted by position size

1620 INVESTMENT ADVISORS, INC. 3Y 1.93% Uncommon Cents Investing LLC 3Y 7Y 1.19% Stolper Co 3Y 0.58% Altus Wealth Group LLC 3Y 0.36% Unify Financial Advisors 0.26% Successful Portfolios LLC 3Y 7Y 0.26% WHITENER CAPITAL MANAGEMENT, INC. 3Y 7Y 0.23% Hennion & Walsh Asset Management, Inc. 3Y 0.15% KIRR MARBACH & CO LLC /IN/ 3Y 7Y 0.12% First PREMIER Bank 3Y 7Y 0.09%

FAQ About Crews Bank & Trust and TY

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

How long has Crews Bank & Trust reported owning TY?

Crews Bank & Trust reported TY across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported TY position in Crews Bank & Trust's portfolio?

The largest reported portfolio weight for TY was 0.05% in 2024 Q4.

What is the latest reported TY position on this page?

The most recent filing on this page is 2026 Q2, when Crews Bank & Trust reported 4,434 shares, equal to 0.02% of portfolio, with an estimated market value of $153K.

What does the chart on this TY ownership page compare?

The chart compares Crews Bank & Trust'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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