Financial Management Professionals
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Financial Management Professionals’s DoubleLine Income Solutions Fund DSL Stock Holding History

Financial Management Professionals’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
Q3 		$19.5K Buy
1,951
+61
+3% +$646 ﹤0.01% 458
2026
Q2 		$20.9K Buy
1,890
+55
+3% +$603 ﹤0.01% 443
2026
Q1 		$19.9K Buy
1,835
+53
+3% +$596 ﹤0.01% 406
2025
Q4 		$20.1K Buy
1,782
+50
+3% +$578 ﹤0.01% 410
2025
Q3 		$21.3K Buy
1,732
+46
+3% +$565 ﹤0.01% 394
2025
Q2 		$20.6K Buy
1,686
+45
+3% +$542 ﹤0.01% 417
2025
Q1 		$20.7K Buy
1,641
+42
+3% +$532 ﹤0.01% 419
2024
Q4 		$20.1K Buy
1,599
+41
+3% +$521 ﹤0.01% 406
2024
Q3 		$20K Buy
1,558
+39
+3% +$498 ﹤0.01% 422
2024
Q2 		$19K Buy
1,519
+39
+3% +$485 ﹤0.01% 394
2024
Q1 		$19K Buy
1,480
+51
+4% +$641 ﹤0.01% 422
2023
Q4 		$17K Buy
1,429
+40
+3% +$460 ﹤0.01% 431
2023
Q3 		$16K Buy
1,389
+37
+3% +$443 ﹤0.01% 409
2023
Q2 		$16K Buy
1,352
+38
+3% +$443 ﹤0.01% 450
2023
Q1 		$15K Buy
1,314
+36
+3% +$429 ﹤0.01% 481
2022
Q4 		$14K Buy
1,278
+36
+3% +$409 ﹤0.01% 436
2022
Q3 		$13K Buy
1,242
+32
+3% +$393 ﹤0.01% 425
2022
Q2 		$15K Buy
1,210
+28
+2% +$370 ﹤0.01% 403
2022
Q1 		$17K Buy
1,182
+17
+1% +$256 ﹤0.01% 389
2021
Q4 		$19K Buy
1,165
+30
+3% +$513 ﹤0.01% 344
2021
Q3 		$20K Buy
+1,135
New +$20.3K ﹤0.01% 327

Other funds holding DSL

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
B.A. Schrock Wealth Management
B.A. Schrock Wealth Management Wadsworth, Ohio $274M AUM
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Paragon Capital Management (Utah)
Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Financial Management Professionals's DSL Position: Q3 2026 in Review

Financial Management Professionals increased its DoubleLine Income Solutions Fund (DSL) stake by 3.2% in Q3 2026, buying an estimated $646 and bringing the position to 1,951 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Financial Management Professionals first reported a position in DSL in Q3 2021 and has held it in 21 quarters since. The position peaked at $21.3K in Q3 2025. 54 funds tracked by Wall St. Rank hold DSL as of Q3 2026.

  • Financial Management Professionals held 1,951 shares of DoubleLine Income Solutions Fund worth $19.5K as of Q3 2026.
  • Financial Management Professionals bought 61 DoubleLine Income Solutions Fund shares in Q3 2026, an estimated $646.
  • DoubleLine Income Solutions Fund made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #458 holding.
  • Financial Management Professionals first reported a position in DoubleLine Income Solutions Fund in Q3 2021 and has held it in 21 quarters since.
  • Financial Management Professionals's DoubleLine Income Solutions Fund position peaked at $21.3K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.