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
Q2 		$127K Hold
11,521
– – 0.01% 474
2026
Q1 		$125K Hold
11,521
– – 0.01% 463
2025
Q4 		$130K Buy
+11,521
New +$133K 0.01% 463

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Berger Financial Group's DSL Position: Q2 2026 in Review

Berger Financial Group held its DoubleLine Income Solutions Fund (DSL) position steady in Q2 2026 at 11,521 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #474.

Berger Financial Group first reported a position in DSL in Q4 2025 and has held it in 3 quarters since. The position peaked at $130K in Q4 2025. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

  • Berger Financial Group held 11,521 shares of DoubleLine Income Solutions Fund worth $127K as of Q2 2026.
  • Berger Financial Group left its DoubleLine Income Solutions Fund share count unchanged in Q2 2026.
  • DoubleLine Income Solutions Fund made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #474 holding.
  • Berger Financial Group first reported a position in DoubleLine Income Solutions Fund in Q4 2025 and has held it in 3 quarters since.
  • Berger Financial Group's DoubleLine Income Solutions Fund position peaked at $130K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.