Journey Advisory Group’s DoubleLine Income Solutions Fund DSL Stock Holding History

Journey Advisory Group’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	$2.55M	Sell	230,114 -1,427	-0.6%	-$15.6K	0.19%	109
2026 Q1	$2.51M	Buy	231,541 +2,532	+1%	+$28.5K	0.21%	100
2025 Q4	$2.58M	Buy	229,009 +4,251	+2%	+$49.1K	0.22%	109
2025 Q3	$2.76M	Sell	224,758 -2,754	-1%	-$33.8K	0.2%	106
2025 Q2	$2.78M	Buy	227,512 +615	+0.3%	+$7.41K	0.22%	105
2025 Q1	$2.86M	Buy	+226,897	New	+$2.88M	0.23%	102

Other funds holding DSL

MGAM

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 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

Journey Advisory Group's DSL Position: Q2 2026 in Review

Journey Advisory Group reduced its DoubleLine Income Solutions Fund (DSL) stake by 0.62% in Q2 2026, selling an estimated $15.6K and leaving 230,114 shares worth $2.55M. The position accounts for 0.19% of the portfolio, ranked #109.

Journey Advisory Group first reported a position in DSL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.86M in Q1 2025. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

Journey Advisory Group held 230,114 shares of DoubleLine Income Solutions Fund worth $2.55M as of Q2 2026.
Journey Advisory Group sold 1,427 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $15.6K.
DoubleLine Income Solutions Fund made up 0.19% of Journey Advisory Group's portfolio in Q2 2026, its #109 holding.
Journey Advisory Group first reported a position in DoubleLine Income Solutions Fund in Q1 2025 and has held it in 6 quarters since.
Journey Advisory Group's DoubleLine Income Solutions Fund position peaked at $2.86M in Q1 2025.
168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.