NWMP
TSI

Noble Wealth Management PBC’s TCW Strategic Income Fund TSI Stock Holding History

Noble Wealth Management PBC’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
Q2 		$1.25M Buy
276,747
+40,015
+17% +$181K 0.56% 51
2026
Q1 		$1.06M Buy
236,732
+93,893
+66% +$445K 0.53% 52
2025
Q4 		$706K Sell
142,839
-1,686
-1% -$8.3K 0.35% 66
2025
Q3 		$711K Buy
+144,525
New +$714K 0.38% 70
2025
Q1 		$834K Buy
171,527
+72
+0% +$350 0.57% 56
2024
Q4 		$825K Buy
+171,455
New +$861K 0.57% 54

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Noble Wealth Management PBC's TSI Position: Q2 2026 in Review

Noble Wealth Management PBC increased its TCW Strategic Income Fund (TSI) stake by 17% in Q2 2026, buying an estimated $181K and bringing the position to 276,747 shares worth $1.25M. The position accounts for 0.56% of the portfolio, ranked #51.

Noble Wealth Management PBC first reported a position in TSI in Q4 2024 and has held it in 6 quarters since. 69 funds tracked by Wall St. Rank hold TSI as of Q2 2026.

  • Noble Wealth Management PBC held 276,747 shares of TCW Strategic Income Fund worth $1.25M as of Q2 2026.
  • Noble Wealth Management PBC bought 40,015 TCW Strategic Income Fund shares in Q2 2026, an estimated $181K.
  • TCW Strategic Income Fund made up 0.56% of Noble Wealth Management PBC's portfolio in Q2 2026, its #51 holding.
  • Noble Wealth Management PBC first reported a position in TCW Strategic Income Fund in Q4 2024 and has held it in 6 quarters since.
  • 69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.