&Partners’s TCW Strategic Income Fund TSI Stock Holding History

&Partners’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	–	Sell	-14,349	Closed	-$70.9K	–	2467
2025 Q4	$70.9K	Buy	+14,349	New	+$70.7K	﹤0.01%	2231

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

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

Diversified Management Milwaukee, Wisconsin $468M AUM

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

&Partners's TSI Position: Q1 2026 in Review

&Partners sold out of TCW Strategic Income Fund (TSI) in Q1 2026, closing a stake of 14,349 shares — an estimated $70.9K sold.

&Partners first reported a position in TSI in Q4 2025 and held it in 1 quarter. The position peaked at $70.9K in Q4 2025. 69 funds tracked by Wall St. Rank hold TSI as of Q1 2026.

&Partners reported no remaining TCW Strategic Income Fund position as of Q1 2026 after selling out during the quarter.
&Partners sold 14,349 TCW Strategic Income Fund shares in Q1 2026, an estimated $70.9K.
&Partners first reported a position in TCW Strategic Income Fund in Q4 2025 and held it in 1 quarter.
&Partners's TCW Strategic Income Fund position peaked at $70.9K in Q4 2025.
69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.