Bard Associates’s DoubleLine Income Solutions Fund DSL Stock Holding History

Bard Associates’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 Q1	$3.6K	Sell	332 -664	-67%	-$7.47K	﹤0.01%	248
2025 Q4	$11.2K	Buy	+996	New	+$11.5K	﹤0.01%	208
2019 Q3	–	Sell	-10,200	Closed	-$204K	–	168
2019 Q2	$204K	Buy	+10,200	New	+$206K	0.1%	140
2019 Q1	–	Hold	0	–	–	–	143
2018 Q4	–	Hold	0	–	–	–	142
2018 Q3	–	Hold	0	–	–	–	145
2018 Q2	–	Hold	0	–	–	–	147
2018 Q1	–	Hold	0	–	–	–	144
2017 Q4	–	Hold	0	–	–	–	144
2017 Q3	–	Hold	0	–	–	–	148
2017 Q2	–	Hold	0	–	–	–	156

Other funds holding DSL

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bard Associates's DSL Position: Q1 2026 in Review

Bard Associates reduced its DoubleLine Income Solutions Fund (DSL) stake by 67% in Q1 2026, selling an estimated $7.47K and leaving 332 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Bard Associates first reported a position in DSL in Q2 2019 and has held it in 3 quarters since. The position peaked at $204K in Q2 2019. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

Bard Associates held 332 shares of DoubleLine Income Solutions Fund worth $3.6K as of Q1 2026.
Bard Associates sold 664 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $7.47K.
DoubleLine Income Solutions Fund made up ﹤0.01% of Bard Associates's portfolio in Q1 2026, its #248 holding.
Bard Associates first reported a position in DoubleLine Income Solutions Fund in Q2 2019 and has held it in 3 quarters since.
Bard Associates's DoubleLine Income Solutions Fund position peaked at $204K in Q2 2019.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Bard Associates's 13F filing for Q1 2026, filed 8 May 2026.