Focus Partners Wealth
TSI

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

Focus Partners Wealth’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 		$10.9M Buy
2,434,597
+966,235
+66% +$4.57M 0.01% 696
2025
Q4 		$7.26M Buy
+1,468,362
New +$7.23M 0.01% 808
2025
Q3 		– Sell
-10,275
Closed -$50.7K – 2313
2025
Q2 		$50.7K Hold
10,275
– – ﹤0.01% 1974
2025
Q1 		$50.5K Buy
+10,275
New +$49.9K ﹤0.01% 1843

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
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
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

Focus Partners Wealth's TSI Position: Q1 2026 in Review

Focus Partners Wealth increased its TCW Strategic Income Fund (TSI) stake by 66% in Q1 2026, buying an estimated $4.57M and bringing the position to 2,434,597 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #696.

Focus Partners Wealth first reported a position in TSI in Q1 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold TSI as of Q1 2026.

  • Focus Partners Wealth held 2,434,597 shares of TCW Strategic Income Fund worth $10.9M as of Q1 2026.
  • Focus Partners Wealth bought 966,235 TCW Strategic Income Fund shares in Q1 2026, an estimated $4.57M.
  • TCW Strategic Income Fund made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #696 holding.
  • Focus Partners Wealth first reported a position in TCW Strategic Income Fund in Q1 2025 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.