Stifel Financial
TSI

Stifel Financial’s TCW Strategic Income Fund TSI Stock Holding History

Stifel Financial’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
Q1 		$48.4K Buy
+10,770
New +$51K ﹤0.01% 3578
2025
Q4 		– Sell
-14,241
Closed -$70.1K – 3716
2025
Q3 		$70.1K Buy
14,241
+51
+0.4% +$252 ﹤0.01% 3471
2025
Q2 		$69.2K Buy
14,190
+1,068
+8% +$5.22K ﹤0.01% 3392
2025
Q1 		$63.8K Buy
13,122
+113
+0.9% +$549 ﹤0.01% 3329
2024
Q4 		$62.6K Sell
13,009
-169
-1% -$849 ﹤0.01% 3299
2024
Q3 		$67.6K Buy
13,178
+32
+0.2% +$160 ﹤0.01% 3285
2024
Q2 		$62.3K Buy
13,146
+34
+0.3% +$158 ﹤0.01% 3260
2024
Q1 		$63.1K Buy
13,112
+2,092
+19% +$9.83K ﹤0.01% 3240
2023
Q4 		$50.6K Buy
+11,020
New +$51.2K ﹤0.01% 3225
2022
Q2 		– Sell
-12,431
Closed -$64K – 3463
2022
Q1 		$64K Sell
12,431
-215,954
-95% -$1.15M ﹤0.01% 3291
2021
Q4 		$1.32M Sell
228,385
-14,470
-6% -$83.4K ﹤0.01% 1915
2021
Q3 		$1.39M Buy
242,855
+15,388
+7% +$90K ﹤0.01% 1832
2021
Q2 		$1.35M Buy
227,467
+2,649
+1% +$15.3K ﹤0.01% 1873
2021
Q1 		$1.28M Buy
224,818
+11,846
+6% +$66.5K ﹤0.01% 1839
2020
Q4 		$1.21M Buy
212,972
+22,079
+12% +$125K ﹤0.01% 1710
2020
Q3 		$1.07M Buy
190,893
+65,906
+53% +$378K ﹤0.01% 1578
2020
Q2 		$682K Buy
124,987
+39,187
+46% +$215K ﹤0.01% 1810
2020
Q1 		$444K Sell
85,800
-11,228
-12% -$62.7K ﹤0.01% 1943
2019
Q4 		$563K Sell
97,028
-22,660
-19% -$131K ﹤0.01% 2174
2019
Q3 		$680K Buy
119,688
+7
+0% +$40 ﹤0.01% 1992
2019
Q2 		$693K Sell
119,681
-16,188
-12% -$90.3K ﹤0.01% 2021
2019
Q1 		$746K Sell
135,869
-33,031
-20% -$180K ﹤0.01% 1835
2018
Q4 		$891K Sell
168,900
-54,562
-24% -$296K ﹤0.01% 1602
2018
Q3 		$1.25M Buy
223,462
+19,865
+10% +$110K ﹤0.01% 1543
2018
Q2 		$1.11M Buy
203,597
+146,061
+254% +$796K ﹤0.01% 1541
2018
Q1 		$319K Buy
57,536
+43,981
+324% +$242K ﹤0.01% 2227
2017
Q4 		$82K Sell
13,555
-1,800
-12% -$10.2K ﹤0.01% 2564
2017
Q3 		$90K Hold
15,355
– – ﹤0.01% 2479
2017
Q2 		$88K Sell
15,355
-10,350
-40% -$57.2K ﹤0.01% 2464
2017
Q1 		$138K Sell
25,705
-4,100
-14% -$22.3K ﹤0.01% 2389
2016
Q4 		$159K Sell
29,805
-2,100
-7% -$11.1K ﹤0.01% 2306
2016
Q3 		$170K Sell
31,905
-8,003
-20% -$43.1K ﹤0.01% 2223
2016
Q2 		$217K Buy
39,908
+799
+2% +$4.23K ﹤0.01% 2217
2016
Q1 		$204K Sell
39,109
-21,188
-35% -$110K ﹤0.01% 2002
2015
Q4 		$318K Sell
60,297
-1,967
-3% -$10.4K ﹤0.01% 1884
2015
Q3 		$324K Sell
62,264
-14,975
-19% -$78K ﹤0.01% 1791
2015
Q2 		$398K Sell
77,239
-10,475
-12% -$56.4K ﹤0.01% 1809
2015
Q1 		$475K Sell
87,714
-16,753
-16% -$90.6K ﹤0.01% 1647
2014
Q4 		$563K Sell
104,467
-7,450
-7% -$40.9K ﹤0.01% 1547
2014
Q3 		$630K Buy
111,917
+634
+0.6% +$3.53K 0.01% 1387
2014
Q2 		$614K Buy
111,283
+1,008
+0.9% +$5.54K 0.01% 1374
2014
Q1 		$602K Buy
+110,275
New +$596K 0.01% 1331

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial's TSI Position: Q1 2026 in Review

Stifel Financial opened a new position in TCW Strategic Income Fund (TSI) in Q1 2026: 10,770 shares worth $48.4K. The stake represents ﹤0.01% of the portfolio and ranks #3578 among its holdings. This is a return to the name: Stifel Financial previously reported a position in TSI as recently as Q3 2025.

Stifel Financial first reported a position in TSI in Q1 2014 and has held it in 42 quarters since. The position peaked at $1.39M in Q3 2021. 69 funds tracked by Wall St. Rank hold TSI as of Q1 2026.

  • Stifel Financial held 10,770 shares of TCW Strategic Income Fund worth $48.4K as of Q1 2026.
  • TCW Strategic Income Fund was a new Stifel Financial position in Q1 2026.
  • TCW Strategic Income Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3578 holding.
  • Stifel Financial first reported a position in TCW Strategic Income Fund in Q1 2014 and has held it in 42 quarters since.
  • Stifel Financial's TCW Strategic Income Fund position peaked at $1.39M in Q3 2021.
  • 69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.