LWM
DSL

LeConte Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

LeConte Wealth Management’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
2025
Q3 		– Sell
-237,396
Closed -$2.91M – 133
2025
Q2 		$2.91M Sell
237,396
-821,951
-78% -$9.9M 1.97% 13
2025
Q1 		$13.4M Buy
+1,059,347
New +$13.4M 8.51% 4

Other funds holding DSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

LeConte Wealth Management's DSL Position: Q3 2025 in Review

LeConte Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2025, closing a stake of 237,396 shares — an estimated $2.91M sold.

LeConte Wealth Management first reported a position in DSL in Q1 2025 and held it in 2 quarters. The position peaked at $13.4M in Q1 2025. 169 funds tracked by Wall St. Rank hold DSL as of Q3 2025.

  • LeConte Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q3 2025 after selling out during the quarter.
  • LeConte Wealth Management sold 237,396 DoubleLine Income Solutions Fund shares in Q3 2025, an estimated $2.91M.
  • LeConte Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q1 2025 and held it in 2 quarters.
  • LeConte Wealth Management's DoubleLine Income Solutions Fund position peaked at $13.4M in Q1 2025.
  • 169 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2025.

Based on LeConte Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.