SPIA
TSI

Steward Partners Investment Advisory’s TCW Strategic Income Fund TSI Stock Holding History

Steward Partners Investment Advisory’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 		$8.67K Hold
1,923
– – ﹤0.01% 3792
2026
Q1 		$8.63K Hold
1,923
– – ﹤0.01% 3614
2025
Q4 		$9.5K Hold
1,923
– – ﹤0.01% 3465
2025
Q3 		$9.46K Hold
1,923
– – ﹤0.01% 3425
2025
Q2 		$9.38K Hold
1,923
– – ﹤0.01% 3245
2025
Q1 		$9.35K Hold
1,923
– – ﹤0.01% 3130
2024
Q4 		$9.25K Hold
1,923
– – ﹤0.01% 3128
2024
Q3 		$9.87K Sell
1,923
-675
-26% -$3.37K ﹤0.01% 2950
2024
Q2 		$12.3K Sell
2,598
-651
-20% -$3.03K ﹤0.01% 2735
2024
Q1 		$15.6K Sell
3,249
-257
-7% -$1.21K ﹤0.01% 2633
2023
Q4 		$16.1K Sell
3,506
-476
-12% -$2.21K ﹤0.01% 2506
2023
Q3 		$18.2K Sell
3,982
-6,748
-63% -$31.4K ﹤0.01% 2354
2023
Q2 		$49.7K Sell
10,730
-45,481
-81% -$213K ﹤0.01% 1894
2023
Q1 		$263K Buy
56,211
+15,758
+39% +$77.3K ﹤0.01% 1168
2022
Q4 		$187K Sell
40,453
-65
-0.2% -$305 ﹤0.01% 1268
2022
Q3 		$191K Sell
40,518
-27,325
-40% -$135K ﹤0.01% 1221
2022
Q2 		$328K Buy
67,843
+6,289
+10% +$31.1K 0.01% 1003
2022
Q1 		$317K Buy
61,554
+11,862
+24% +$63.1K ﹤0.01% 1106
2021
Q4 		$287K Buy
49,692
+7,991
+19% +$46.1K ﹤0.01% 1157
2021
Q3 		$239K Buy
41,701
+16,369
+65% +$95.7K ﹤0.01% 1203
2021
Q2 		$150K Buy
25,332
+3,955
+19% +$22.8K ﹤0.01% 1787
2021
Q1 		$122K Sell
21,377
-10,863
-34% -$61K ﹤0.01% 1525
2020
Q4 		$183K Hold
32,240
– – ﹤0.01% 1110
2020
Q3 		$181K Sell
32,240
-141
-0.4% -$808 ﹤0.01% 981
2020
Q2 		$177K Buy
32,381
+10,274
+46% +$56.4K 0.01% 925
2020
Q1 		$114K Buy
22,107
+3,250
+17% +$18.2K ﹤0.01% 953
2019
Q4 		$108K Hold
18,857
– – ﹤0.01% 1106
2019
Q3 		$107K Hold
18,857
– – ﹤0.01% 1059
2019
Q2 		$108K Hold
18,857
– – ﹤0.01% 1024
2019
Q1 		$103K Buy
18,857
+4,332
+30% +$23.5K ﹤0.01% 774
2018
Q4 		$76K Buy
14,525
+668
+5% +$3.62K ﹤0.01% 758
2018
Q3 		$78K Hold
13,857
– – ﹤0.01% 1014
2018
Q2 		$76K Hold
13,857
– – ﹤0.01% 939
2018
Q1 		$77K Sell
13,857
-15,729
-53% -$86.6K 0.01% 851
2017
Q4 		$173K Buy
29,586
+111
+0.4% +$627 0.01% 544
2017
Q3 		$170K Buy
29,475
+106
+0.4% +$601 0.02% 468
2017
Q2 		$165K Buy
29,369
+109
+0.4% +$602 0.02% 435
2017
Q1 		$158K Buy
+29,260
New +$159K 0.02% 361

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
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
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Raymond James Financial
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Steward Partners Investment Advisory's TSI Position: Q2 2026 in Review

Steward Partners Investment Advisory held its TCW Strategic Income Fund (TSI) position steady in Q2 2026 at 1,923 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #3792.

Steward Partners Investment Advisory first reported a position in TSI in Q1 2017 and has held it in 38 quarters since. The position peaked at $328K in Q2 2022. 69 funds tracked by Wall St. Rank hold TSI as of Q2 2026.

  • Steward Partners Investment Advisory held 1,923 shares of TCW Strategic Income Fund worth $8.67K as of Q2 2026.
  • Steward Partners Investment Advisory left its TCW Strategic Income Fund share count unchanged in Q2 2026.
  • TCW Strategic Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3792 holding.
  • Steward Partners Investment Advisory first reported a position in TCW Strategic Income Fund in Q1 2017 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's TCW Strategic Income Fund position peaked at $328K in Q2 2022.
  • 69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.