Sowell Financial Services’s TCW Strategic Income Fund TSI Stock Holding History

Sowell Financial Services’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	$150K	Hold	33,231	–	–	﹤0.01%	1113
2026 Q1	$149K	Hold	33,231	–	–	0.01%	1077
2025 Q4	$164K	Hold	33,231	–	–	0.01%	1051
2025 Q3	$163K	Hold	33,231	–	–	0.01%	1013
2025 Q2	$162K	Hold	33,231	–	–	0.01%	986
2025 Q1	$162K	Buy	+33,231	New	+$161K	0.01%	946
2023 Q2	–	Sell	-33,231	Closed	-$156K	–	812
2023 Q1	$156K	Buy	+33,231	New	+$163K	0.01%	708
2022 Q1	–	Sell	-33,525	Closed	-$200K	–	493
2021 Q4	$200K	Buy	+33,525	New	+$193K	0.01%	507
2021 Q2	–	Sell	-20,900	Closed	-$121K	–	2542
2021 Q1	$121K	Buy	+20,900	New	+$117K	﹤0.01%	1280

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 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

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

Sowell Financial Services's TSI Position: Q2 2026 in Review

Sowell Financial Services held its TCW Strategic Income Fund (TSI) position steady in Q2 2026 at 33,231 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Sowell Financial Services first reported a position in TSI in Q1 2021 and has held it in 9 quarters since. The position peaked at $200K in Q4 2021. 69 funds tracked by Wall St. Rank hold TSI as of Q2 2026.

Sowell Financial Services held 33,231 shares of TCW Strategic Income Fund worth $150K as of Q2 2026.
Sowell Financial Services left its TCW Strategic Income Fund share count unchanged in Q2 2026.
TCW Strategic Income Fund made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1113 holding.
Sowell Financial Services first reported a position in TCW Strategic Income Fund in Q1 2021 and has held it in 9 quarters since.
Sowell Financial Services's TCW Strategic Income Fund position peaked at $200K in Q4 2021.
69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.