Larson Financial Group’s DoubleLine Income Solutions Fund DSL Stock Holding History

Larson Financial 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	$21.5K	Hold	1,984	–	–	﹤0.01%	1798
2025 Q4	$22.4K	Hold	1,984	–	–	﹤0.01%	1652
2025 Q3	$24.4K	Hold	1,984	–	–	﹤0.01%	1526
2025 Q2	$24.3K	Hold	1,984	–	–	﹤0.01%	1386
2025 Q1	$25K	Hold	1,984	–	–	﹤0.01%	1280
2024 Q4	$24.9K	Sell	1,984 -916	-32%	-$11.6K	﹤0.01%	1137
2024 Q3	$37.6K	Hold	2,900	–	–	﹤0.01%	989
2024 Q2	$36.3K	Hold	2,900	–	–	﹤0.01%	886
2024 Q1	$36.8K	Buy	2,900 +50	+2%	+$628	﹤0.01%	763
2023 Q4	$34.9K	Buy	2,850 +500	+21%	+$5.75K	﹤0.01%	721
2023 Q3	$27.5K	Hold	2,350	–	–	﹤0.01%	741
2023 Q2	$28K	Hold	2,350	–	–	﹤0.01%	658
2023 Q1	$26.7K	Hold	2,350	–	–	﹤0.01%	674
2022 Q4	$26.1K	Hold	2,350	–	–	﹤0.01%	637
2022 Q3	$25K	Hold	2,350	–	–	﹤0.01%	578
2022 Q2	$29K	Buy	2,350 +400	+21%	+$5.28K	0.01%	474
2022 Q1	$28K	Hold	1,950	–	–	﹤0.01%	471
2021 Q4	$31K	Buy	+1,950	New	+$33.4K	﹤0.01%	464

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

Larson Financial Group's DSL Position: Q1 2026 in Review

Larson Financial Group held its DoubleLine Income Solutions Fund (DSL) position steady in Q1 2026 at 1,984 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Larson Financial Group first reported a position in DSL in Q4 2021 and has held it in 18 quarters since. The position peaked at $37.6K in Q3 2024. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

Larson Financial Group held 1,984 shares of DoubleLine Income Solutions Fund worth $21.5K as of Q1 2026.
Larson Financial Group left its DoubleLine Income Solutions Fund share count unchanged in Q1 2026.
DoubleLine Income Solutions Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1798 holding.
Larson Financial Group first reported a position in DoubleLine Income Solutions Fund in Q4 2021 and has held it in 18 quarters since.
Larson Financial Group's DoubleLine Income Solutions Fund position peaked at $37.6K in Q3 2024.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.