DM
TSI

Diversified Management’s TCW Strategic Income Fund TSI Stock Holding History

Diversified Management’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 		$5.87M Sell
1,300,762
-46,526
-3% -$211K 1.25% 18
2026
Q1 		$6.05M Buy
1,347,288
+334,678
+33% +$1.58M 1.04% 16
2025
Q4 		$5M Buy
+1,012,610
New +$4.99M 1.17% 21

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $190M AUM 42.56% 1-Year Est. Return

Diversified Management's TSI Position: Q2 2026 in Review

Diversified Management reduced its TCW Strategic Income Fund (TSI) stake by 3.5% in Q2 2026, selling an estimated $211K and leaving 1,300,762 shares worth $5.87M. The position accounts for 1.25% of the portfolio, ranked #18.

Diversified Management first reported a position in TSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.05M in Q1 2026. 69 funds tracked by Wall St. Rank hold TSI as of Q2 2026.

  • Diversified Management held 1,300,762 shares of TCW Strategic Income Fund worth $5.87M as of Q2 2026.
  • Diversified Management sold 46,526 TCW Strategic Income Fund shares in Q2 2026, an estimated $211K.
  • TCW Strategic Income Fund made up 1.25% of Diversified Management's portfolio in Q2 2026, its #18 holding.
  • Diversified Management first reported a position in TCW Strategic Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Diversified Management's TCW Strategic Income Fund position peaked at $6.05M in Q1 2026.
  • 69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.