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 Q2	$1.51M	Sell	136,339 -3,600	-3%	-$39.5K	0.01%	815
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 $823M AUM 27.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Concurrent Investment Advisors's DSL Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its DoubleLine Income Solutions Fund (DSL) stake by 2.6% in Q2 2026, selling an estimated $39.5K and leaving 136,339 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #815.

Concurrent Investment Advisors first reported a position in DSL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.54M in Q3 2025. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

Concurrent Investment Advisors held 136,339 shares of DoubleLine Income Solutions Fund worth $1.51M as of Q2 2026.
Concurrent Investment Advisors sold 3,600 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $39.5K.
DoubleLine Income Solutions Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #815 holding.
Concurrent Investment Advisors first reported a position in DoubleLine Income Solutions Fund in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's DoubleLine Income Solutions Fund position peaked at $1.54M in Q3 2025.
168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.