BFC Planning, Inc.’s DoubleLine Income Solutions Fund DSL Stock Holding History

BFC Planning, Inc.’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 Q2	$178K	Buy	16,063 +1,524	+10%	+$16.7K	0.01%	980
2026 Q1	$157K	Buy	14,539 +278	+2%	+$3.13K	0.01%	957
2025 Q4	$161K	Sell	14,261 -522	-4%	-$6.03K	0.01%	953
2025 Q3	$182K	Buy	14,783 +375	+3%	+$4.6K	0.01%	708
2025 Q2	$176K	Sell	14,408 -1,264	-8%	-$15.2K	0.01%	677
2025 Q1	$198K	Sell	15,672 -1,022	-6%	-$13K	0.02%	615
2024 Q4	$210K	Buy	+16,694	New	+$212K	0.02%	592

Other funds holding DSL

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFC Planning, Inc.'s DSL Position: Q2 2026 in Review

BFC Planning, Inc. increased its DoubleLine Income Solutions Fund (DSL) stake by 10% in Q2 2026, buying an estimated $16.7K and bringing the position to 16,063 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #980.

BFC Planning, Inc. first reported a position in DSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $210K in Q4 2024. 170 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

BFC Planning, Inc. held 16,063 shares of DoubleLine Income Solutions Fund worth $178K as of Q2 2026.
BFC Planning, Inc. bought 1,524 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $16.7K.
DoubleLine Income Solutions Fund made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #980 holding.
BFC Planning, Inc. first reported a position in DoubleLine Income Solutions Fund in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s DoubleLine Income Solutions Fund position peaked at $210K in Q4 2024.
170 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.