Medallion Wealth Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Medallion Wealth Advisors’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 Q2	$66.7K	Sell	6,027 -7,158	-54%	-$78.4K	0.02%	416
2026 Q1	$143K	Sell	13,185 -250	-2%	-$2.81K	0.05%	298
2025 Q4	$151K	Sell	13,435 -12,028	-47%	-$139K	0.05%	280
2025 Q3	$313K	Sell	25,463 -1,031	-4%	-$12.7K	0.11%	175
2025 Q2	$324K	Hold	26,494	–	–	0.13%	165
2025 Q1	$334K	Buy	26,494 +1,841	+7%	+$23.3K	0.15%	145
2024 Q4	$310K	Buy	+24,653	New	+$313K	0.15%	143

Other funds holding DSL

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Medallion Wealth Advisors's DSL Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its DoubleLine Income Solutions Fund (DSL) stake by 54% in Q2 2026, selling an estimated $78.4K and leaving 6,027 shares worth $66.7K. The position accounts for 0.02% of the portfolio, ranked #416.

Medallion Wealth Advisors first reported a position in DSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $334K in Q1 2025. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

Medallion Wealth Advisors held 6,027 shares of DoubleLine Income Solutions Fund worth $66.7K as of Q2 2026.
Medallion Wealth Advisors sold 7,158 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $78.4K.
DoubleLine Income Solutions Fund made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #416 holding.
Medallion Wealth Advisors first reported a position in DoubleLine Income Solutions Fund in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's DoubleLine Income Solutions Fund position peaked at $334K in Q1 2025.
168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.