Cerity Partners’s DoubleLine Income Solutions Fund DSL Stock Holding History

Cerity Partners’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	–	Sell	-51,400	Closed	-$579K	–	3285
2025 Q4	$579K	Hold	51,400	–	–	﹤0.01%	2010
2025 Q3	$631K	Hold	51,400	–	–	﹤0.01%	1838
2025 Q2	$629K	Sell	51,400 -1,920	-4%	-$23.1K	﹤0.01%	1753
2025 Q1	$672K	Sell	53,320 -2,000	-4%	-$25.3K	﹤0.01%	1608
2024 Q4	$695K	Buy	55,320 +3,920	+8%	+$49.8K	﹤0.01%	1584
2024 Q3	$667K	Hold	51,400	–	–	﹤0.01%	1617
2024 Q2	$644K	Hold	51,400	–	–	﹤0.01%	1418
2024 Q1	$653K	Hold	51,400	–	–	﹤0.01%	1473
2023 Q4	$629K	Hold	51,400	–	–	﹤0.01%	1177
2023 Q3	$602K	Sell	51,400 -6,365	-11%	-$76.2K	﹤0.01%	910
2023 Q2	$688K	Hold	57,765	–	–	﹤0.01%	1054
2023 Q1	$657K	Buy	57,765 +115	+0.2%	+$1.37K	﹤0.01%	1162
2022 Q4	$639K	Buy	+57,650	New	+$655K	﹤0.01%	839

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

Cerity Partners's DSL Position: Q1 2026 in Review

Cerity Partners sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2026, closing a stake of 51,400 shares — an estimated $579K sold.

Cerity Partners first reported a position in DSL in Q4 2022 and held it in 13 quarters. The position peaked at $695K in Q4 2024. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

Cerity Partners reported no remaining DoubleLine Income Solutions Fund position as of Q1 2026 after selling out during the quarter.
Cerity Partners sold 51,400 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $579K.
Cerity Partners first reported a position in DoubleLine Income Solutions Fund in Q4 2022 and held it in 13 quarters.
Cerity Partners's DoubleLine Income Solutions Fund position peaked at $695K in Q4 2024.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.