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 Q3	$2.3M	Sell	229,796 -318	-0.1%	-$3.37K	0.17%	116
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%	+$7.4K	0.22%	105
2025 Q1	$2.86M	Buy	+226,897	New	+$2.88M	0.23%	102

Other funds holding DSL

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

M Holdings Securities Portland, Oregon $1.6B AUM 23.68% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Journey Advisory Group's DSL Position: Q3 2026 in Review

Journey Advisory Group reduced its DoubleLine Income Solutions Fund (DSL) stake by 0.14% in Q3 2026, selling an estimated $3.37K and leaving 229,796 shares worth $2.3M. The position accounts for 0.17% of the portfolio, ranked #116.

Journey Advisory Group first reported a position in DSL in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.86M in Q1 2025. 103 funds tracked by Wall St. Rank hold DSL as of Q3 2026.

Journey Advisory Group held 229,796 shares of DoubleLine Income Solutions Fund worth $2.3M as of Q3 2026.
Journey Advisory Group sold 318 DoubleLine Income Solutions Fund shares in Q3 2026, an estimated $3.37K.
DoubleLine Income Solutions Fund made up 0.17% of Journey Advisory Group's portfolio in Q3 2026, its #116 holding.
Journey Advisory Group first reported a position in DoubleLine Income Solutions Fund in Q1 2025 and has held it in 7 quarters since.
Journey Advisory Group's DoubleLine Income Solutions Fund position peaked at $2.86M in Q1 2025.
103 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2026.

Based on Journey Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.