Jones Financial Companies
DSL

Jones Financial Companies’s DoubleLine Income Solutions Fund DSL Stock Holding History

Jones Financial Companies’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
Q1 		– Sell
-848
Closed -$9.56K – 4780
2025
Q4 		$9.56K Buy
+848
New +$9.8K ﹤0.01% 3237
2025
Q3 		– Sell
-1,068
Closed -$13.1K – 4266
2025
Q2 		$13.1K Buy
+1,068
New +$12.9K ﹤0.01% 2770

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies's DSL Position: Q1 2026 in Review

Jones Financial Companies sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2026, closing a stake of 848 shares — an estimated $9.56K sold.

Jones Financial Companies first reported a position in DSL in Q2 2025 and held it in 2 quarters. The position peaked at $13.1K in Q2 2025. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

  • Jones Financial Companies reported no remaining DoubleLine Income Solutions Fund position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 848 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $9.56K.
  • Jones Financial Companies first reported a position in DoubleLine Income Solutions Fund in Q2 2025 and held it in 2 quarters.
  • Jones Financial Companies's DoubleLine Income Solutions Fund position peaked at $13.1K in Q2 2025.
  • 175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.