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Shaker Financial Services, LLC → TY-P
Shaker Financial Services, LLC TY-P Position History
Tri-Continental Corporation PFD $2.50
Quarters held
4
Latest value
$3M
Q3 2026
Peak value
$3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $431K |
| Q4 2025 | $2.3M |
| Q1 2026 | $3M |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 87.0K | — | — |
| Q1 2026 | $3M | 93.7K | — | — |
| Q4 2025 | $2.3M | 70.4K | — | — |
| Q3 2025 | $431K | 12.7K | — | — |
Other funds holding TY-P
$18.7M
$17.8M
$17.5M
$17M
$17M
$17M
$17M
$16.7M