Regal Investment Advisors’s TCW Strategic Income Fund TSI Stock Holding History

Regal Investment Advisors’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	$59.9K	Hold	13,350	–	–	﹤0.01%	651
2025 Q4	$65.9K	Hold	13,350	–	–	﹤0.01%	578
2025 Q3	$65.7K	Hold	13,350	–	–	﹤0.01%	511
2025 Q2	$65.1K	Hold	13,350	–	–	﹤0.01%	472
2025 Q1	$64.9K	Hold	13,350	–	–	0.01%	453
2024 Q4	$64.2K	Hold	13,350	–	–	﹤0.01%	460
2024 Q3	$68.5K	Hold	13,350	–	–	﹤0.01%	493
2024 Q2	$63.3K	Hold	13,350	–	–	﹤0.01%	562
2024 Q1	$64.2K	Hold	13,350	–	–	﹤0.01%	568
2023 Q4	$61.3K	Hold	13,350	–	–	﹤0.01%	528
2023 Q3	$61.1K	Hold	13,350	–	–	0.01%	485
2023 Q2	$61.8K	Hold	13,350	–	–	0.01%	500
2023 Q1	$62.5K	Sell	13,350 -6,304	-32%	-$30.9K	0.01%	502
2022 Q4	$90.8K	Sell	19,654 -1,574	-7%	-$7.38K	0.01%	473
2022 Q3	$100K	Sell	21,228 -1,912	-8%	-$9.43K	0.01%	456
2022 Q2	$112K	Hold	23,140	–	–	0.01%	478
2022 Q1	$119K	Hold	23,140	–	–	0.01%	517
2021 Q4	$134K	Hold	23,140	–	–	0.01%	526
2021 Q3	$133K	Hold	23,140	–	–	0.01%	514
2021 Q2	$137K	Buy	+23,140	New	+$133K	0.01%	519
2021 Q1	–	Sell	-23,833	Closed	-$136K	–	388
2020 Q4	$136K	Buy	+23,833	New	+$135K	0.02%	457
2020 Q3	–	Sell	-23,833	Closed	-$130K	–	261
2020 Q2	$130K	Buy	+23,833	New	+$131K	0.02%	318
2020 Q1	–	Sell	-24,860	Closed	-$143K	–	282
2019 Q4	$143K	Hold	24,860	–	–	0.03%	332
2019 Q3	$141K	Hold	24,860	–	–	0.03%	304
2019 Q2	$143K	Hold	24,860	–	–	0.03%	306
2019 Q1	$137K	Sell	24,860 -16,374	-40%	-$89K	0.03%	306
2018 Q4	$217K	Hold	41,234	–	–	0.05%	295
2018 Q3	$231K	Buy	+41,234	New	+$229K	0.05%	278
2018 Q2	–	Sell	-41,234	Closed	-$230K	–	313
2018 Q1	$230K	Buy	+41,234	New	+$227K	0.05%	265

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Regal Investment Advisors's TSI Position: Q1 2026 in Review

Regal Investment Advisors held its TCW Strategic Income Fund (TSI) position steady in Q1 2026 at 13,350 shares worth $59.9K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Regal Investment Advisors first reported a position in TSI in Q1 2018 and has held it in 29 quarters since. The position peaked at $231K in Q3 2018. 69 funds tracked by Wall St. Rank hold TSI as of Q1 2026.

Regal Investment Advisors held 13,350 shares of TCW Strategic Income Fund worth $59.9K as of Q1 2026.
Regal Investment Advisors left its TCW Strategic Income Fund share count unchanged in Q1 2026.
TCW Strategic Income Fund made up ﹤0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #651 holding.
Regal Investment Advisors first reported a position in TCW Strategic Income Fund in Q1 2018 and has held it in 29 quarters since.
Regal Investment Advisors's TCW Strategic Income Fund position peaked at $231K in Q3 2018.
69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.