MWA
DSL

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
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 $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

Medallion Wealth Advisors's DSL Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its DoubleLine Income Solutions Fund (DSL) stake by 1.9% in Q1 2026, selling an estimated $2.81K and leaving 13,185 shares worth $143K. The position accounts for 0.05% of the portfolio, ranked #298.

Medallion Wealth Advisors first reported a position in DSL in Q4 2024 and has held it in 6 quarters since. The position peaked at $334K in Q1 2025. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

  • Medallion Wealth Advisors held 13,185 shares of DoubleLine Income Solutions Fund worth $143K as of Q1 2026.
  • Medallion Wealth Advisors sold 250 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $2.81K.
  • DoubleLine Income Solutions Fund made up 0.05% of Medallion Wealth Advisors's portfolio in Q1 2026, its #298 holding.
  • Medallion Wealth Advisors first reported a position in DoubleLine Income Solutions Fund in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's DoubleLine Income Solutions Fund position peaked at $334K in Q1 2025.
  • 175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.