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 Q2	$127K	Sell	11,526 -1,763	-13%	-$19.3K	0.02%	338
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 $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

Kelleher Financial Advisors's DSL Position: Q2 2026 in Review

Kelleher Financial Advisors reduced its DoubleLine Income Solutions Fund (DSL) stake by 13% in Q2 2026, selling an estimated $19.3K and leaving 11,526 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #338.

Kelleher Financial Advisors first reported a position in DSL in Q1 2016 and has held it in 5 quarters since. The position peaked at $179K in Q2 2025. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

Kelleher Financial Advisors held 11,526 shares of DoubleLine Income Solutions Fund worth $127K as of Q2 2026.
Kelleher Financial Advisors sold 1,763 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $19.3K.
DoubleLine Income Solutions Fund made up 0.02% of Kelleher Financial Advisors's portfolio in Q2 2026, its #338 holding.
Kelleher Financial Advisors first reported a position in DoubleLine Income Solutions Fund in Q1 2016 and has held it in 5 quarters since.
Kelleher Financial Advisors's DoubleLine Income Solutions Fund position peaked at $179K in Q2 2025.
168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.