KFA
DSL

Kelleher Financial Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Kelleher Financial Advisors’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 		$144K Buy
13,289
+262
+2% +$2.95K 0.04% 235
2025
Q4 		$147K Buy
+13,027
New +$151K 0.03% 259
2025
Q3 		– Sell
-14,642
Closed -$179K – 647
2025
Q2 		$179K Buy
+14,642
New +$176K 0.06% 133
2016
Q2 		– Sell
-1,475
Closed -$24K – 152
2016
Q1 		$24K Buy
+1,475
New +$23.5K 0.01% 184

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

Kelleher Financial Advisors's DSL Position: Q1 2026 in Review

Kelleher Financial Advisors increased its DoubleLine Income Solutions Fund (DSL) stake by 2% in Q1 2026, buying an estimated $2.95K and bringing the position to 13,289 shares worth $144K. The position accounts for 0.04% of the portfolio, ranked #235.

Kelleher Financial Advisors first reported a position in DSL in Q1 2016 and has held it in 4 quarters since. The position peaked at $179K in Q2 2025. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

  • Kelleher Financial Advisors held 13,289 shares of DoubleLine Income Solutions Fund worth $144K as of Q1 2026.
  • Kelleher Financial Advisors bought 262 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $2.95K.
  • DoubleLine Income Solutions Fund made up 0.04% of Kelleher Financial Advisors's portfolio in Q1 2026, its #235 holding.
  • Kelleher Financial Advisors first reported a position in DoubleLine Income Solutions Fund in Q1 2016 and has held it in 4 quarters since.
  • Kelleher Financial Advisors's DoubleLine Income Solutions Fund position peaked at $179K in Q2 2025.
  • 175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.