LWMI
DSL

Legacy Wealth Management (Idaho)’s DoubleLine Income Solutions Fund DSL Stock Holding History

Legacy Wealth Management (Idaho)’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 		$23.4K Hold
2,162
– – 0.01% 361
2025
Q4 		$24.4K Hold
2,162
– – 0.01% 302
2025
Q3 		$26.6K Buy
+2,162
New +$26.5K 0.01% 240

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

Legacy Wealth Management (Idaho)'s DSL Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its DoubleLine Income Solutions Fund (DSL) position steady in Q1 2026 at 2,162 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #361.

Legacy Wealth Management (Idaho) first reported a position in DSL in Q3 2025 and has held it in 3 quarters since. The position peaked at $26.6K in Q3 2025. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 2,162 shares of DoubleLine Income Solutions Fund worth $23.4K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its DoubleLine Income Solutions Fund share count unchanged in Q1 2026.
  • DoubleLine Income Solutions Fund made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #361 holding.
  • Legacy Wealth Management (Idaho) first reported a position in DoubleLine Income Solutions Fund in Q3 2025 and has held it in 3 quarters since.
  • Legacy Wealth Management (Idaho)'s DoubleLine Income Solutions Fund position peaked at $26.6K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.