SPIA
DSL

Steward Partners Investment Advisory’s DoubleLine Income Solutions Fund DSL Stock Holding History

Steward Partners Investment Advisory’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 		$34.5K Buy
3,182
+1,000
+46% +$11.3K ﹤0.01% 2967
2025
Q4 		$24.6K Sell
2,182
-1,425
-40% -$16.5K ﹤0.01% 3055
2025
Q3 		$44.3K Hold
3,607
– – ﹤0.01% 2667
2025
Q2 		$44.1K Hold
3,607
– – ﹤0.01% 2539
2025
Q1 		$45.5K Sell
3,607
-2,800
-44% -$35.5K ﹤0.01% 2434
2024
Q4 		$80.5K Hold
6,407
– – ﹤0.01% 2090
2024
Q3 		$83.2K Sell
6,407
-2,445
-28% -$31.2K ﹤0.01% 1973
2024
Q2 		$111K Sell
8,852
-3,000
-25% -$37.3K ﹤0.01% 1728
2024
Q1 		$151K Hold
11,852
– – ﹤0.01% 1563
2023
Q4 		$145K Sell
11,852
-389
-3% -$4.47K ﹤0.01% 1514
2023
Q3 		$143K Sell
12,241
-5,500
-31% -$65.8K ﹤0.01% 1414
2023
Q2 		$211K Sell
17,741
-2,850
-14% -$33.2K ﹤0.01% 1267
2023
Q1 		$234K Buy
20,591
+300
+1% +$3.58K ﹤0.01% 1211
2022
Q4 		$225K Buy
20,291
+175
+0.9% +$1.99K ﹤0.01% 1190
2022
Q3 		$217K Buy
20,116
+794
+4% +$9.75K ﹤0.01% 1166
2022
Q2 		$234K Buy
19,322
+800
+4% +$10.6K ﹤0.01% 1148
2022
Q1 		$269K Sell
18,522
-23,535
-56% -$355K ﹤0.01% 1180
2021
Q4 		$678K Sell
42,057
-4,700
-10% -$80.4K 0.01% 840
2021
Q3 		$830K Buy
46,757
+7,192
+18% +$129K 0.01% 727
2021
Q2 		$716K Sell
39,565
-1,860
-4% -$33.7K 0.01% 798
2021
Q1 		$752K Buy
41,425
+6,233
+18% +$108K 0.01% 741
2020
Q4 		$583K Buy
35,192
+7,399
+27% +$120K 0.01% 713
2020
Q3 		$445K Buy
27,793
+5,348
+24% +$85.6K 0.01% 703
2020
Q2 		$345K Buy
22,445
+300
+1% +$4.16K 0.01% 723
2020
Q1 		$295K Sell
22,145
-448
-2% -$8.23K 0.01% 678
2019
Q4 		$446K Buy
22,593
+3,349
+17% +$66.5K 0.01% 651
2019
Q3 		$383K Buy
19,244
+12,352
+179% +$247K 0.01% 659
2019
Q2 		$137K Buy
+6,892
New +$139K 0.01% 935
2018
Q4 		– Sell
-7,914
Closed -$160K – 1099
2018
Q3 		$160K Buy
7,914
+1,418
+22% +$28.7K 0.01% 787
2018
Q2 		$130K Buy
6,496
+37
+0.6% +$747 0.01% 772
2018
Q1 		$129K Buy
6,459
+35
+0.5% +$704 0.01% 711
2017
Q4 		$129K Buy
6,424
+38
+0.6% +$782 0.01% 600
2017
Q3 		$135K Buy
6,386
+32
+0.5% +$669 0.01% 495
2017
Q2 		$131K Buy
6,354
+882
+16% +$18.2K 0.01% 460
2017
Q1 		$109K Buy
5,472
+3,843
+236% +$76K 0.02% 418
2016
Q4 		$30K Buy
+1,629
New +$30.3K 0.01% 399

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

Steward Partners Investment Advisory's DSL Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its DoubleLine Income Solutions Fund (DSL) stake by 46% in Q1 2026, buying an estimated $11.3K and bringing the position to 3,182 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2967.

Steward Partners Investment Advisory first reported a position in DSL in Q4 2016 and has held it in 36 quarters since. The position peaked at $830K in Q3 2021. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

  • Steward Partners Investment Advisory held 3,182 shares of DoubleLine Income Solutions Fund worth $34.5K as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,000 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $11.3K.
  • DoubleLine Income Solutions Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2967 holding.
  • Steward Partners Investment Advisory first reported a position in DoubleLine Income Solutions Fund in Q4 2016 and has held it in 36 quarters since.
  • Steward Partners Investment Advisory's DoubleLine Income Solutions Fund position peaked at $830K in Q3 2021.
  • 175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.