Allworth Financial’s DoubleLine Income Solutions Fund DSL Stock Holding History

Allworth Financial’s Portfolio DSL Stock Details DSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.6K	Sell	2,855 -103	-3%	-$1.13K	﹤0.01%	2852
2026 Q1	$32K	Hold	2,958	–	–	﹤0.01%	2656
2025 Q4	$33.3K	Sell	2,958 -800	-21%	-$9.25K	﹤0.01%	2476
2025 Q3	$46.1K	Sell	3,758 -3,894	-51%	-$47.8K	﹤0.01%	2149
2025 Q2	$93.7K	Buy	7,652 +5,994	+362%	+$72.2K	﹤0.01%	1583
2025 Q1	$19.6K	Buy	1,658 +800	+93%	+$10.1K	﹤0.01%	2088
2024 Q4	$10.8K	Sell	858 -5,050	-85%	-$64.2K	﹤0.01%	2405
2024 Q3	$76.7K	Buy	5,908 +5,050	+589%	+$64.5K	﹤0.01%	1205
2024 Q2	$10.7K	Hold	858	–	–	﹤0.01%	2194
2024 Q1	$10.9K	Buy	858 +755	+733%	+$9.48K	﹤0.01%	2071
2023 Q4	$1.26K	Hold	103	–	–	﹤0.01%	2874
2023 Q3	$1.21K	Hold	103	–	–	﹤0.01%	2766
2023 Q2	$1.23K	Sell	103 -200	-66%	-$2.33K	﹤0.01%	2666
2023 Q1	$3.45K	Buy	+303	New	+$3.61K	﹤0.01%	2188

Other funds holding DSL

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allworth Financial's DSL Position: Q2 2026 in Review

Allworth Financial reduced its DoubleLine Income Solutions Fund (DSL) stake by 3.5% in Q2 2026, selling an estimated $1.13K and leaving 2,855 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2852.

Allworth Financial first reported a position in DSL in Q1 2023 and has held it in 14 quarters since. The position peaked at $93.7K in Q2 2025. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

Allworth Financial held 2,855 shares of DoubleLine Income Solutions Fund worth $31.6K as of Q2 2026.
Allworth Financial sold 103 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $1.13K.
DoubleLine Income Solutions Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2852 holding.
Allworth Financial first reported a position in DoubleLine Income Solutions Fund in Q1 2023 and has held it in 14 quarters since.
Allworth Financial's DoubleLine Income Solutions Fund position peaked at $93.7K in Q2 2025.
168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.