LPL Financial
TSI

LPL Financial’s TCW Strategic Income Fund TSI Stock Holding History

LPL Financial’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
2026
Q1 		$154K Buy
34,395
+1,509
+5% +$7.14K ﹤0.01% 5579
2025
Q4 		$162K Sell
32,886
-9,205
-22% -$45.3K ﹤0.01% 5504
2025
Q3 		$207K Sell
42,091
-968
-2% -$4.78K ﹤0.01% 5325
2025
Q2 		$210K Buy
43,059
+27,968
+185% +$137K ﹤0.01% 5055
2025
Q1 		$73.3K Sell
15,091
-1,382
-8% -$6.71K ﹤0.01% 5096
2024
Q4 		$79.2K Buy
16,473
+382
+2% +$1.92K ﹤0.01% 5034
2024
Q3 		$82.5K Hold
16,091
– – ﹤0.01% 4931
2024
Q2 		$76.3K Sell
16,091
-3,537
-18% -$16.4K ﹤0.01% 4785
2024
Q1 		$94.4K Buy
19,628
+2,666
+16% +$12.5K ﹤0.01% 4688
2023
Q4 		$77.9K Sell
16,962
-4,379
-21% -$20.3K ﹤0.01% 4590
2023
Q3 		$97.7K Buy
21,341
+2,207
+12% +$10.3K ﹤0.01% 4422
2023
Q2 		$88.6K Sell
19,134
-4,451
-19% -$20.9K ﹤0.01% 4343
2023
Q1 		$110K Sell
23,585
-250
-1% -$1.23K ﹤0.01% 4189
2022
Q4 		$110K Buy
23,835
+2,645
+12% +$12.4K ﹤0.01% 4143
2022
Q3 		$100K Buy
21,190
+4
+0% +$20 ﹤0.01% 4109
2022
Q2 		$102K Buy
21,186
+555
+3% +$2.75K ﹤0.01% 4119
2022
Q1 		$106K Buy
20,631
+12
+0.1% +$64 ﹤0.01% 3967
2021
Q4 		$119K Buy
20,619
+4
+0% +$23 ﹤0.01% 4111
2021
Q3 		$118K Sell
20,615
-197
-0.9% -$1.15K ﹤0.01% 4102
2021
Q2 		$123K Buy
20,812
+548
+3% +$3.16K ﹤0.01% 4020
2021
Q1 		$115K Buy
20,264
+553
+3% +$3.11K ﹤0.01% 3900
2020
Q4 		$112K Sell
19,711
-120
-0.6% -$681 ﹤0.01% 3662
2020
Q3 		$111K Buy
19,831
+5,940
+43% +$34K ﹤0.01% 3347
2020
Q2 		$76K Hold
13,891
– – ﹤0.01% 3322
2020
Q1 		$72K Hold
13,891
– – ﹤0.01% 3048
2019
Q4 		$80K Sell
13,891
-1,000
-7% -$5.79K ﹤0.01% 3241
2019
Q3 		$85K Buy
14,891
+1,000
+7% +$5.72K ﹤0.01% 3163
2019
Q2 		$80K Hold
13,891
– – ﹤0.01% 3170
2019
Q1 		$76K Buy
13,891
+20
+0.1% +$109 ﹤0.01% 3089
2018
Q4 		$73K Sell
13,871
-5,161
-27% -$28K ﹤0.01% 2984
2018
Q3 		$107K Sell
19,032
-936
-5% -$5.19K ﹤0.01% 3123
2018
Q2 		$110K Sell
19,968
-6,201
-24% -$33.8K ﹤0.01% 3097
2018
Q1 		$146K Buy
26,169
+3,945
+18% +$21.7K ﹤0.01% 3023
2017
Q4 		$130K Buy
22,224
+1,095
+5% +$6.18K ﹤0.01% 2903
2017
Q3 		$123K Buy
21,129
+47
+0.2% +$266 ﹤0.01% 2756
2017
Q2 		$119K Sell
21,082
-17,194
-45% -$94.9K ﹤0.01% 2689
2017
Q1 		$205K Sell
38,276
-36,219
-49% -$197K ﹤0.01% 2476
2016
Q4 		$396K Sell
74,495
-436
-0.6% -$2.3K ﹤0.01% 1941
2016
Q3 		$401K Sell
74,931
-6,195
-8% -$33.4K ﹤0.01% 1909
2016
Q2 		$442K Sell
81,126
-86,576
-52% -$458K ﹤0.01% 1781
2016
Q1 		$878K Sell
167,702
-9,568
-5% -$49.7K ﹤0.01% 1772
2015
Q4 		$947K Buy
177,270
+82,699
+87% +$437K ﹤0.01% 1726
2015
Q3 		$496K Sell
94,571
-29,860
-24% -$156K ﹤0.01% 1802
2015
Q2 		$640K Sell
124,431
-11,625
-9% -$62.6K ﹤0.01% 1708
2015
Q1 		$731K Sell
136,056
-19,026
-12% -$103K ﹤0.01% 1581
2014
Q4 		$836K Buy
155,082
+3,119
+2% +$17.1K ﹤0.01% 1436
2014
Q3 		$846K Buy
151,963
+5,104
+3% +$28.4K 0.01% 1388
2014
Q2 		$811K Sell
146,859
-9,183
-6% -$50.5K ﹤0.01% 1477
2014
Q1 		$852K Sell
156,042
-9,379
-6% -$50.7K 0.01% 1367
2013
Q4 		$883K Sell
165,421
-5,244
-3% -$28.4K 0.01% 1317
2013
Q3 		$908K Sell
170,665
-44,701
-21% -$240K 0.01% 1244
2013
Q2 		$1.19M Buy
+215,366
New +$1.25M 0.01% 1008

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial's TSI Position: Q1 2026 in Review

LPL Financial increased its TCW Strategic Income Fund (TSI) stake by 4.6% in Q1 2026, buying an estimated $7.14K and bringing the position to 34,395 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #5579.

LPL Financial first reported a position in TSI in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.19M in Q2 2013. 69 funds tracked by Wall St. Rank hold TSI as of Q1 2026.

  • LPL Financial held 34,395 shares of TCW Strategic Income Fund worth $154K as of Q1 2026.
  • LPL Financial bought 1,509 TCW Strategic Income Fund shares in Q1 2026, an estimated $7.14K.
  • TCW Strategic Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5579 holding.
  • LPL Financial first reported a position in TCW Strategic Income Fund in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's TCW Strategic Income Fund position peaked at $1.19M in Q2 2013.
  • 69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.