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 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 $785M AUM 15.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Journey Advisory Group's DSL Position: Q1 2026 in Review

Journey Advisory Group increased its DoubleLine Income Solutions Fund (DSL) stake by 1.1% in Q1 2026, buying an estimated $28.5K and bringing the position to 231,541 shares worth $2.51M. The position accounts for 0.21% of the portfolio, ranked #100.

Journey Advisory Group first reported a position in DSL in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.86M in Q1 2025. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

Journey Advisory Group held 231,541 shares of DoubleLine Income Solutions Fund worth $2.51M as of Q1 2026.
Journey Advisory Group bought 2,532 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $28.5K.
DoubleLine Income Solutions Fund made up 0.21% of Journey Advisory Group's portfolio in Q1 2026, its #100 holding.
Journey Advisory Group first reported a position in DoubleLine Income Solutions Fund in Q1 2025 and has held it in 5 quarters since.
Journey Advisory Group's DoubleLine Income Solutions Fund position peaked at $2.86M in Q1 2025.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.