BFG
DSL

Berger Financial Group’s DoubleLine Income Solutions Fund DSL Stock Holding History

Berger Financial Group’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 		$125K Hold
11,521
– – 0.01% 463
2025
Q4 		$130K Buy
+11,521
New +$133K 0.01% 463

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PCM
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Bank of America
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Invesco
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Berger Financial Group's DSL Position: Q1 2026 in Review

Berger Financial Group held its DoubleLine Income Solutions Fund (DSL) position steady in Q1 2026 at 11,521 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #463.

Berger Financial Group first reported a position in DSL in Q4 2025 and has held it in 2 quarters since. The position peaked at $130K in Q4 2025. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

  • Berger Financial Group held 11,521 shares of DoubleLine Income Solutions Fund worth $125K as of Q1 2026.
  • Berger Financial Group left its DoubleLine Income Solutions Fund share count unchanged in Q1 2026.
  • DoubleLine Income Solutions Fund made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #463 holding.
  • Berger Financial Group first reported a position in DoubleLine Income Solutions Fund in Q4 2025 and has held it in 2 quarters since.
  • Berger Financial Group's DoubleLine Income Solutions Fund position peaked at $130K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.