Focus Financial Network
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Focus Financial Network’s DoubleLine Income Solutions Fund DSL Stock Holding History

Focus Financial Network’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 		$166K Sell
16,591
-1,505
-8% -$15.9K 0.01% 748
2026
Q2 		$200K Buy
18,096
+2,108
+13% +$23.1K 0.01% 749
2026
Q1 		$173K Sell
15,988
-5,247
-25% -$59K 0.01% 715
2025
Q4 		$239K Sell
21,235
-790
-4% -$9.13K 0.01% 650
2025
Q3 		$270K Sell
22,025
-418
-2% -$5.13K 0.01% 631
2025
Q2 		$275K Buy
22,443
+1,581
+8% +$19K 0.01% 596
2025
Q1 		$263K Buy
20,862
+127
+0.6% +$1.61K 0.01% 587
2024
Q4 		$261K Buy
20,735
+449
+2% +$5.71K 0.01% 591
2024
Q3 		$263K Buy
20,286
+89
+0.4% +$1.14K 0.01% 584
2024
Q2 		$251K Buy
20,197
+397
+2% +$4.94K 0.01% 577
2024
Q1 		$238K Buy
19,800
+1,742
+10% +$21.9K 0.01% 557
2023
Q4 		$221K Buy
18,058
+3,818
+27% +$43.9K 0.01% 651
2023
Q3 		$167K Buy
14,240
+147
+1% +$1.76K 0.01% 567
2023
Q2 		$169K Buy
14,093
+2,428
+21% +$28.3K 0.01% 572
2023
Q1 		$133K Buy
11,665
+1,004
+9% +$12K 0.01% 554
2022
Q4 		$118K Buy
10,661
+547
+5% +$6.21K 0.01% 465
2022
Q3 		$109K Buy
+10,114
New +$124K 0.01% 466

Other funds holding DSL

SFS
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 33.52% 1-Year Est. Return
GP
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
BASWMI
B.A. Schrock Wealth Management, Inc. Wadsworth, Ohio $274M AUM
PCMU
Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Focus Financial Network's DSL Position: Q3 2026 in Review

Focus Financial Network reduced its DoubleLine Income Solutions Fund (DSL) stake by 8.3% in Q3 2026, selling an estimated $15.9K and leaving 16,591 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #748.

Focus Financial Network first reported a position in DSL in Q3 2022 and has held it in 17 quarters since. The position peaked at $275K in Q2 2025. 29 funds tracked by Wall St. Rank hold DSL as of Q3 2026.

  • Focus Financial Network held 16,591 shares of DoubleLine Income Solutions Fund worth $166K as of Q3 2026.
  • Focus Financial Network sold 1,505 DoubleLine Income Solutions Fund shares in Q3 2026, an estimated $15.9K.
  • DoubleLine Income Solutions Fund made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #748 holding.
  • Focus Financial Network first reported a position in DoubleLine Income Solutions Fund in Q3 2022 and has held it in 17 quarters since.
  • Focus Financial Network's DoubleLine Income Solutions Fund position peaked at $275K in Q2 2025.
  • 29 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.