Rockefeller Capital Management
DSL

Rockefeller Capital Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Rockefeller Capital Management’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 		$859K Buy
79,272
+22,209
+39% +$250K ﹤0.01% 1684
2025
Q4 		$643K Buy
57,063
+3,313
+6% +$38.3K ﹤0.01% 1768
2025
Q3 		$660K Hold
53,750
– – ﹤0.01% 1630
2025
Q2 		$658K Sell
53,750
-500
-0.9% -$6.02K ﹤0.01% 1469
2025
Q1 		$684K Sell
54,250
-6,400
-11% -$81.1K ﹤0.01% 1389
2024
Q4 		$762K Sell
60,650
-3,100
-5% -$39.4K ﹤0.01% 1345
2024
Q3 		$827K Sell
63,750
-3,730
-6% -$47.7K ﹤0.01% 1288
2024
Q2 		$845K Sell
67,480
-14,489
-18% -$180K ﹤0.01% 1272
2024
Q1 		$1.04M Buy
81,969
+899
+1% +$11.3K ﹤0.01% 1242
2023
Q4 		$992K Sell
81,070
-2,830
-3% -$32.6K ﹤0.01% 1139
2023
Q3 		$983K Buy
83,900
+1,000
+1% +$12K ﹤0.01% 1082
2023
Q2 		$987K Sell
82,900
-3,000
-3% -$35K ﹤0.01% 1093
2023
Q1 		$976K Sell
85,900
-3,179
-4% -$37.9K ﹤0.01% 1092
2022
Q4 		$987K Sell
89,079
-72,764
-45% -$826K 0.01% 1011
2022
Q3 		$1.75M Buy
161,843
+1,400
+0.9% +$17.2K 0.01% 801
2022
Q2 		$1.95M Sell
160,443
-13,058
-8% -$172K 0.01% 777
2022
Q1 		$2.52M Buy
173,501
+28,176
+19% +$425K 0.01% 723
2021
Q4 		$2.34M Buy
145,325
+26,178
+22% +$448K 0.01% 746
2021
Q3 		$2.12M Buy
119,147
+59,754
+101% +$1.07M 0.01% 732
2021
Q2 		$1.07M Sell
59,393
-1,616
-3% -$29.3K 0.01% 906
2021
Q1 		$1.11M Buy
61,009
+8,456
+16% +$146K 0.01% 749
2020
Q4 		$871K Buy
52,553
+938
+2% +$15.2K 0.01% 730
2020
Q3 		$826K Sell
51,615
-118,751
-70% -$1.9M 0.01% 647
2020
Q2 		$2.62M Buy
170,366
+136,373
+401% +$1.89M 0.03% 344
2020
Q1 		$453K Buy
33,993
+4,930
+17% +$90.6K 0.01% 628
2019
Q4 		$574K Buy
+29,063
New +$577K 0.01% 552

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

Rockefeller Capital Management's DSL Position: Q1 2026 in Review

Rockefeller Capital Management increased its DoubleLine Income Solutions Fund (DSL) stake by 39% in Q1 2026, buying an estimated $250K and bringing the position to 79,272 shares worth $859K. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

Rockefeller Capital Management first reported a position in DSL in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.62M in Q2 2020. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

  • Rockefeller Capital Management held 79,272 shares of DoubleLine Income Solutions Fund worth $859K as of Q1 2026.
  • Rockefeller Capital Management bought 22,209 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $250K.
  • DoubleLine Income Solutions Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1684 holding.
  • Rockefeller Capital Management first reported a position in DoubleLine Income Solutions Fund in Q4 2019 and has held it in 26 quarters since.
  • Rockefeller Capital Management's DoubleLine Income Solutions Fund position peaked at $2.62M in Q2 2020.
  • 175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.