Trinity Legacy Partners’s DoubleLine Income Solutions Fund DSL Stock Holding History

Trinity Legacy Partners’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 Q2	$2.97M	Sell	277,377 -4,969	-2%	-$54.5K	0.59%	57
2026 Q1	$3.17M	Buy	282,346 +8,875	+3%	+$99.9K	0.69%	53
2025 Q4	$3.08M	Sell	273,471 -25,707	-9%	-$297K	0.71%	55
2025 Q3	$3.52M	Buy	299,178 +2,389	+0.8%	+$29.3K	0.81%	52
2025 Q2	$3.58M	Buy	296,789 +4,379	+1%	+$52.7K	0.87%	52
2025 Q1	$3.59M	Buy	292,410 +18,826	+7%	+$239K	0.91%	49
2024 Q4	$3.44M	Sell	273,584 -8,878	-3%	-$113K	0.89%	50
2024 Q3	$3.64M	Buy	282,462 +107,032	+61%	+$1.37M	0.94%	48
2024 Q2	$2.2M	Buy	175,430 +8,868	+5%	+$110K	0.62%	54
2024 Q1	$2.12M	Buy	166,562 +670	+0.4%	+$8.42K	0.62%	53
2023 Q4	$2.03M	Buy	165,892 +119,627	+259%	+$1.38M	0.64%	51
2023 Q3	$542K	Buy	+46,265	New	+$554K	0.19%	72

Other funds holding DSL

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Trinity Legacy Partners's DSL Position: Q2 2026 in Review

Trinity Legacy Partners reduced its DoubleLine Income Solutions Fund (DSL) stake by 1.8% in Q2 2026, selling an estimated $54.5K and leaving 277,377 shares worth $2.97M. The position accounts for 0.59% of the portfolio, ranked #57.

Trinity Legacy Partners first reported a position in DSL in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.64M in Q3 2024. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

Trinity Legacy Partners held 277,377 shares of DoubleLine Income Solutions Fund worth $2.97M as of Q2 2026.
Trinity Legacy Partners sold 4,969 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $54.5K.
DoubleLine Income Solutions Fund made up 0.59% of Trinity Legacy Partners's portfolio in Q2 2026, its #57 holding.
Trinity Legacy Partners first reported a position in DoubleLine Income Solutions Fund in Q3 2023 and has held it in 12 quarters since.
Trinity Legacy Partners's DoubleLine Income Solutions Fund position peaked at $3.64M in Q3 2024.
168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.