FWP
TSI

Flatrock Wealth Partners’s TCW Strategic Income Fund TSI Stock Holding History

Flatrock Wealth Partners’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 		– Sell
-10,706
Closed -$48.1K – 189
2026
Q1 		$48.1K Hold
10,706
– – 0.02% 164
2025
Q4 		$54.3K Buy
+10,706
New +$52.7K 0.03% 166

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
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
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

Flatrock Wealth Partners's TSI Position: Q2 2026 in Review

Flatrock Wealth Partners sold out of TCW Strategic Income Fund (TSI) in Q2 2026, closing a stake of 10,706 shares — an estimated $48.1K sold.

Flatrock Wealth Partners first reported a position in TSI in Q4 2025 and held it in 2 quarters. The position peaked at $54.3K in Q4 2025. 69 funds tracked by Wall St. Rank hold TSI as of Q2 2026.

  • Flatrock Wealth Partners reported no remaining TCW Strategic Income Fund position as of Q2 2026 after selling out during the quarter.
  • Flatrock Wealth Partners sold 10,706 TCW Strategic Income Fund shares in Q2 2026, an estimated $48.1K.
  • Flatrock Wealth Partners first reported a position in TCW Strategic Income Fund in Q4 2025 and held it in 2 quarters.
  • Flatrock Wealth Partners's TCW Strategic Income Fund position peaked at $54.3K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.