SFS
DSL

Sowell Financial Services’s DoubleLine Income Solutions Fund DSL Stock Holding History

Sowell Financial Services’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 		$279K Buy
25,807
+49
+0.2% +$551 0.01% 858
2025
Q4 		$290K Buy
25,758
+549
+2% +$6.35K 0.01% 849
2025
Q3 		$310K Buy
25,209
+500
+2% +$6.14K 0.01% 799
2025
Q2 		$302K Sell
24,709
-50,572
-67% -$609K 0.01% 783
2025
Q1 		$949K Buy
75,281
+45,785
+155% +$580K 0.04% 401
2024
Q4 		$371K Sell
29,496
-3,269
-10% -$41.6K 0.02% 444
2024
Q3 		$425K Buy
32,765
+330
+1% +$4.22K 0.02% 460
2024
Q2 		$406K Buy
32,435
+332
+1% +$4.13K 0.02% 461
2024
Q1 		$408K Sell
32,103
-10,737
-25% -$135K 0.02% 479
2023
Q4 		$524K Sell
42,840
-3,395
-7% -$39.1K 0.03% 425
2023
Q3 		$542K Buy
46,235
+3,997
+9% +$47.8K 0.03% 387
2023
Q2 		$503K Sell
42,238
-221
-0.5% -$2.58K 0.03% 451
2023
Q1 		$483K Buy
42,459
+315
+0.7% +$3.76K 0.04% 438
2022
Q4 		$467K Buy
42,144
+6,382
+18% +$72.5K 0.03% 437
2022
Q3 		$386K Buy
35,762
+1,748
+5% +$21.5K 0.04% 346
2022
Q2 		$413K Buy
+34,014
New +$449K 0.04% 233
2022
Q1 		– Sell
-42,359
Closed -$683K – 235
2021
Q4 		$683K Buy
42,359
+9,123
+27% +$156K 0.04% 392
2021
Q3 		$590K Buy
33,236
+9,729
+41% +$174K 0.04% 370
2021
Q2 		$425K Sell
23,507
-16,792
-42% -$305K 0.03% 444
2021
Q1 		$733K Buy
40,299
+26,616
+195% +$461K 0.03% 506
2020
Q4 		$227K Sell
13,683
-271
-2% -$4.4K 0.01% 795
2020
Q3 		$224K Buy
13,954
+3,368
+32% +$53.9K 0.01% 691
2020
Q2 		$163K Buy
10,586
+10,503
+12,654% +$146K 0.01% 794
2020
Q1 		$1K Buy
83
+2
+2% +$37 ﹤0.01% 2218
2019
Q4 		$2K Buy
81
+1
+1% +$20 ﹤0.01% 2175
2019
Q3 		$2K Buy
+80
New +$1.6K ﹤0.01% 2058

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

Sowell Financial Services's DSL Position: Q1 2026 in Review

Sowell Financial Services increased its DoubleLine Income Solutions Fund (DSL) stake by 0.19% in Q1 2026, buying an estimated $551 and bringing the position to 25,807 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #858.

Sowell Financial Services first reported a position in DSL in Q3 2019 and has held it in 26 quarters since. The position peaked at $949K in Q1 2025. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

  • Sowell Financial Services held 25,807 shares of DoubleLine Income Solutions Fund worth $279K as of Q1 2026.
  • Sowell Financial Services bought 49 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $551.
  • DoubleLine Income Solutions Fund made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #858 holding.
  • Sowell Financial Services first reported a position in DoubleLine Income Solutions Fund in Q3 2019 and has held it in 26 quarters since.
  • Sowell Financial Services's DoubleLine Income Solutions Fund position peaked at $949K in Q1 2025.
  • 175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.