Concurrent Investment Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Concurrent Investment Advisors’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	$1.52M	Buy	139,939 +6,137	+5%	+$69K	0.02%	709
2025 Q4	$1.51M	Buy	133,802 +8,130	+6%	+$94K	0.02%	674
2025 Q3	$1.54M	Buy	125,672 +8,786	+8%	+$108K	0.03%	528
2025 Q2	$1.43M	Buy	116,886 +7,812	+7%	+$94.1K	0.03%	510
2025 Q1	$1.38M	Buy	109,074 +39,318	+56%	+$498K	0.03%	456
2024 Q4	$877K	Buy	69,756 +47,010	+207%	+$598K	0.02%	525
2024 Q3	$295K	Buy	22,746 +5,093	+29%	+$65.1K	0.01%	790
2024 Q2	$221K	Buy	+17,653	New	+$220K	0.01%	840

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

Concurrent Investment Advisors's DSL Position: Q1 2026 in Review

Concurrent Investment Advisors increased its DoubleLine Income Solutions Fund (DSL) stake by 4.6% in Q1 2026, buying an estimated $69K and bringing the position to 139,939 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #709.

Concurrent Investment Advisors first reported a position in DSL in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.54M in Q3 2025. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

Concurrent Investment Advisors held 139,939 shares of DoubleLine Income Solutions Fund worth $1.52M as of Q1 2026.
Concurrent Investment Advisors bought 6,137 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $69K.
DoubleLine Income Solutions Fund made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #709 holding.
Concurrent Investment Advisors first reported a position in DoubleLine Income Solutions Fund in Q2 2024 and has held it in 8 quarters since.
Concurrent Investment Advisors's DoubleLine Income Solutions Fund position peaked at $1.54M in Q3 2025.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.