Back to TY-P
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC → TY-P
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC TY-P Position History
Tri-Continental Corporation PFD $2.50
Quarters held
4
Latest value
$14.5M
Q3 2026
Peak value
$14.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $13.7M |
| Q1 2026 | $13.6M |
| Q2 2026 | $14.8M |
| Q3 2026 | $14.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.5M | 423.6K | — | — |
| Q2 2026 | $14.8M | 429.9K | — | — |
| Q1 2026 | $13.6M | 430.0K | — | — |
| Q4 2025 | $13.7M | 420.9K | — | — |
Other funds holding TY-P
$18.7M
$17.8M
$17.5M
$17M
$17M
$17M
$17M
$16.7M
Other BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC positions
SPY
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SPY
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SPY
$152.9MSTATE STR SPDR S&P 500 ETF TR TR UNIT
SPY
$141.2MSTATE STREET SPDR S&P 500 ETF
GAM-PB
$53MGENERAL AMERN INVS CO INC COM
GAM-PB
$52.6MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.8MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.6MGENERAL AMERN INVS CO INC COM