Back to TY-P

Center for Financial Planning, Inc. → TY-P

Center for Financial Planning, Inc. TY-P Position History

Tri-Continental Corporation PFD $2.50

Quarters held
5
Latest value
$858
Q3 2026
Peak value
$861
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$816
Q4 2025$817
Q1 2026$790
Q2 2026$861
Q3 2026$858

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$85825——
Q2 2026$86125——
Q1 2026$79025——
Q4 2025$81725——
Q3 2025$81624——

Other funds holding TY-P

Other Center for Financial Planning, Inc. positions

VGES

VANGUARD INDEX FDS

$386.2M
VGES

VANGUARD INDEX FDS

$376.9M
VGES

VANGUARD INDEX FDS

$339.5M
VGES

VANGUARD INDEX FDS

$329.4M
VGES

VANGUARD INDEX FDS

$325.2M
ETHA

ISHARES TR

$107.3M
ETHA

ISHARES TR

$106.2M
ETHA

ISHARES TR

$104.5M