CIA
TSI

Concurrent Investment Advisors’s TCW Strategic Income Fund TSI Stock Holding History

Concurrent Investment Advisors’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.3K Buy
10,484
+145
+1% +$657 ﹤0.01% 2068
2026
Q1 		$46.4K Hold
10,339
– – ﹤0.01% 1875
2025
Q4 		$51.1K Buy
+10,339
New +$50.9K ﹤0.01% 1742
2024
Q1 		– Sell
-18,068
Closed -$82.9K – 998
2023
Q4 		$82.9K Buy
+18,068
New +$83.9K ﹤0.01% 821

Other funds holding TSI

JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

Concurrent Investment Advisors increased its TCW Strategic Income Fund (TSI) stake by 1.4% in Q2 2026, buying an estimated $657 and bringing the position to 10,484 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

Concurrent Investment Advisors first reported a position in TSI in Q4 2023 and has held it in 4 quarters since. The position peaked at $82.9K in Q4 2023. 24 funds tracked by Wall St. Rank hold TSI as of Q2 2026.

  • Concurrent Investment Advisors held 10,484 shares of TCW Strategic Income Fund worth $47.3K as of Q2 2026.
  • Concurrent Investment Advisors bought 145 TCW Strategic Income Fund shares in Q2 2026, an estimated $657.
  • TCW Strategic Income Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2068 holding.
  • Concurrent Investment Advisors first reported a position in TCW Strategic Income Fund in Q4 2023 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's TCW Strategic Income Fund position peaked at $82.9K in Q4 2023.
  • 24 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2026.

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