BOK Financial Private Wealth’s DoubleLine Income Solutions Fund DSL Stock Holding History

BOK Financial Private Wealth’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	$65.6K	Hold	6,056	–	–	﹤0.01%	247
2025 Q4	$68.3K	Hold	6,056	–	–	﹤0.01%	258
2025 Q3	$74.4K	Hold	6,056	–	–	﹤0.01%	226
2025 Q2	$74.1K	Hold	6,056	–	–	﹤0.01%	225
2025 Q1	$76.4K	Hold	6,056	–	–	0.01%	226
2024 Q4	$76.1K	Hold	6,056	–	–	0.01%	229
2024 Q3	$78.6K	Hold	6,056	–	–	0.01%	225
2024 Q2	$75.8K	Hold	6,056	–	–	0.01%	223
2024 Q1	$76.9K	Hold	6,056	–	–	0.01%	223
2023 Q4	$74.1K	Hold	6,056	–	–	0.01%	213
2023 Q3	$71K	Buy	6,056 +3,781	+166%	+$45.3K	0.01%	205
2023 Q2	$27.1K	Hold	2,275	–	–	﹤0.01%	274
2023 Q1	$25.9K	Hold	2,275	–	–	﹤0.01%	293
2022 Q4	$25.2K	Hold	2,275	–	–	﹤0.01%	288
2022 Q3	$25K	Hold	2,275	–	–	﹤0.01%	289
2022 Q2	$28K	Buy	+2,275	New	+$30K	﹤0.01%	290

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

BOK Financial Private Wealth's DSL Position: Q1 2026 in Review

BOK Financial Private Wealth held its DoubleLine Income Solutions Fund (DSL) position steady in Q1 2026 at 6,056 shares worth $65.6K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

BOK Financial Private Wealth first reported a position in DSL in Q2 2022 and has held it in 16 quarters since. The position peaked at $78.6K in Q3 2024. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

BOK Financial Private Wealth held 6,056 shares of DoubleLine Income Solutions Fund worth $65.6K as of Q1 2026.
BOK Financial Private Wealth left its DoubleLine Income Solutions Fund share count unchanged in Q1 2026.
DoubleLine Income Solutions Fund made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #247 holding.
BOK Financial Private Wealth first reported a position in DoubleLine Income Solutions Fund in Q2 2022 and has held it in 16 quarters since.
BOK Financial Private Wealth's DoubleLine Income Solutions Fund position peaked at $78.6K in Q3 2024.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.