FFA
TSI

First Foundation Advisors’s TCW Strategic Income Fund TSI Stock Holding History

First Foundation 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
Q1 		$90.7K Hold
20,202
– – ﹤0.01% 331
2025
Q4 		$99.8K Hold
20,202
– – ﹤0.01% 333
2025
Q3 		$99.4K Sell
20,202
-32,792
-62% -$162K ﹤0.01% 330
2025
Q2 		$259K Sell
52,994
-14,396
-21% -$70.4K 0.01% 298
2025
Q1 		$328K Sell
67,390
-6,227
-8% -$30.2K 0.01% 264
2024
Q4 		$354K Sell
73,617
-5,306
-7% -$26.6K 0.01% 264
2024
Q3 		$405K Sell
78,923
-66,151
-46% -$330K 0.02% 252
2024
Q2 		$688K Sell
145,074
-2,551
-2% -$11.9K 0.03% 197
2024
Q1 		$710K Buy
147,625
+7,462
+5% +$35.1K 0.03% 197
2023
Q4 		$643K Hold
140,163
– – 0.03% 204
2023
Q3 		$642K Hold
140,163
– – 0.03% 221
2023
Q2 		$649K Buy
140,163
+82,225
+142% +$385K 0.03% 210
2023
Q1 		$271K Sell
57,938
-9,376
-14% -$46K 0.01% 311
2022
Q4 		$311K Sell
67,314
-8,809
-12% -$41.3K 0.01% 301
2022
Q3 		$359K Sell
76,123
-130,983
-63% -$646K 0.02% 269
2022
Q2 		$1M Buy
207,106
+30,005
+17% +$148K 0.04% 174
2022
Q1 		$912K Sell
177,101
-41,433
-19% -$220K 0.03% 197
2021
Q4 		$1.26M Sell
218,534
-473,597
-68% -$2.73M 0.04% 185
2021
Q3 		$3.97M Sell
692,131
-109,795
-14% -$642K 0.15% 88
2021
Q2 		$4.75M Sell
801,926
-37,567
-4% -$217K 0.18% 81
2021
Q1 		$4.78M Sell
839,493
-121,902
-13% -$685K 0.2% 74
2020
Q4 		$5.47M Sell
961,395
-65,317
-6% -$371K 0.24% 67
2020
Q3 		$5.77M Sell
1,026,712
-28,612
-3% -$164K 0.27% 58
2020
Q2 		$5.76M Sell
1,055,324
-22,947
-2% -$126K 0.3% 54
2020
Q1 		$5.57M Buy
1,078,271
+7,042
+0.7% +$39.3K 0.34% 50
2019
Q4 		$6.18M Sell
1,071,229
-70,375
-6% -$407K 0.31% 59
2019
Q3 		$6.49M Sell
1,141,604
-120,751
-10% -$691K 0.35% 60
2019
Q2 		$7.26M Buy
1,262,355
+6,352
+0.5% +$35.4K 0.41% 54
2019
Q1 		$6.91M Sell
1,256,003
-105,358
-8% -$573K 0.41% 53
2018
Q4 		$7.17M Buy
1,361,361
+78,914
+6% +$428K 0.45% 50
2018
Q3 		$7.18M Buy
1,282,447
+250,168
+24% +$1.39M 0.4% 51
2018
Q2 		$5.67M Sell
1,032,279
-36,063
-3% -$197K 0.33% 49
2018
Q1 		$5.95M Sell
1,068,342
-4,800
-0.4% -$26.4K 0.33% 51
2017
Q4 		$6.3M Buy
1,073,142
+47,238
+5% +$267K 0.34% 54
2017
Q3 		$5.95M Buy
1,025,904
+337,359
+49% +$1.91M 0.34% 53
2017
Q2 		$3.88M Buy
688,545
+156,643
+29% +$865K 0.23% 67
2017
Q1 		$2.87M Buy
531,902
+363,267
+215% +$1.97M 0.18% 84
2016
Q4 		$899K Buy
+168,635
New +$890K 0.06% 146
2015
Q4 		– Sell
-66,674
Closed -$347K – 313
2015
Q3 		$347K Buy
66,674
+14,423
+28% +$75.1K 0.03% 177
2015
Q2 		$269K Sell
52,251
-22,075
-30% -$119K 0.02% 187
2015
Q1 		$402K Sell
74,326
-97,102
-57% -$525K 0.03% 164
2014
Q4 		$924K Sell
171,428
-6,729
-4% -$37K 0.08% 99
2014
Q3 		$1M Buy
178,157
+19,943
+13% +$111K 0.1% 85
2014
Q2 		$873K Buy
158,214
+9,730
+7% +$53.5K 0.1% 82
2014
Q1 		$811K Sell
148,484
-536
-0.4% -$2.9K 0.1% 71
2013
Q4 		$796K Buy
149,020
+14,169
+11% +$76.7K 0.11% 68
2013
Q3 		$727K Buy
134,851
+45,653
+51% +$245K 0.11% 69
2013
Q2 		$494K Buy
+89,198
New +$518K 0.1% 76

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Foundation Advisors's TSI Position: Q1 2026 in Review

First Foundation Advisors held its TCW Strategic Income Fund (TSI) position steady in Q1 2026 at 20,202 shares worth $90.7K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

First Foundation Advisors first reported a position in TSI in Q2 2013 and has held it in 48 quarters since. The position peaked at $7.26M in Q2 2019. 69 funds tracked by Wall St. Rank hold TSI as of Q1 2026.

  • First Foundation Advisors held 20,202 shares of TCW Strategic Income Fund worth $90.7K as of Q1 2026.
  • First Foundation Advisors left its TCW Strategic Income Fund share count unchanged in Q1 2026.
  • TCW Strategic Income Fund made up ﹤0.01% of First Foundation Advisors's portfolio in Q1 2026, its #331 holding.
  • First Foundation Advisors first reported a position in TCW Strategic Income Fund in Q2 2013 and has held it in 48 quarters since.
  • First Foundation Advisors's TCW Strategic Income Fund position peaked at $7.26M in Q2 2019.
  • 69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.