BPA
TSI

Beacon Pointe Advisors’s TCW Strategic Income Fund TSI Stock Holding History

Beacon Pointe Advisors’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$106K Buy
23,600
+2,000
+9% +$9.06K ﹤0.01% 1871
2026
Q1 		$97K Buy
+21,600
New +$102K ﹤0.01% 1784

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beacon Pointe Advisors's TSI Position: Q2 2026 in Review

Beacon Pointe Advisors increased its TCW Strategic Income Fund (TSI) stake by 9.3% in Q2 2026, buying an estimated $9.06K and bringing the position to 23,600 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Beacon Pointe Advisors first reported a position in TSI in Q1 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold TSI as of Q2 2026.

  • Beacon Pointe Advisors held 23,600 shares of TCW Strategic Income Fund worth $106K as of Q2 2026.
  • Beacon Pointe Advisors bought 2,000 TCW Strategic Income Fund shares in Q2 2026, an estimated $9.06K.
  • TCW Strategic Income Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1871 holding.
  • Beacon Pointe Advisors first reported a position in TCW Strategic Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.