LC
TSI

Lindbrook Capital’s TCW Strategic Income Fund TSI Stock Holding History

Lindbrook Capital’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$50.4K Hold
10,373
– – ﹤0.01% 1004
2024
Q4 		$49.9K Buy
+10,373
New +$52.1K ﹤0.01% 811

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lindbrook Capital's TSI Position: Q1 2025 in Review

Lindbrook Capital held its TCW Strategic Income Fund (TSI) position steady in Q1 2025 at 10,373 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Lindbrook Capital first reported a position in TSI in Q4 2024 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold TSI as of Q1 2025.

  • Lindbrook Capital held 10,373 shares of TCW Strategic Income Fund worth $50.4K as of Q1 2025.
  • Lindbrook Capital left its TCW Strategic Income Fund share count unchanged in Q1 2025.
  • TCW Strategic Income Fund made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1004 holding.
  • Lindbrook Capital first reported a position in TCW Strategic Income Fund in Q4 2024 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.