UPS
TSI

UHLMANN PRICE SECURITIES’s TCW Strategic Income Fund TSI Stock Holding History

UHLMANN PRICE SECURITIES’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 		$226K Buy
50,245
+14,816
+42% +$70.1K 0.02% 213
2025
Q4 		$175K Buy
35,429
+244
+0.7% +$1.2K 0.1% 181
2025
Q3 		$173K Sell
35,185
-3,561
-9% -$17.6K 0.11% 180
2025
Q2 		$189K Buy
38,746
+510
+1% +$2.49K 0.14% 170
2025
Q1 		$186K Buy
38,236
+1,545
+4% +$7.5K 0.14% 162
2024
Q4 		$176K Buy
36,691
+429
+1% +$2.15K 0.13% 154
2024
Q3 		$186K Buy
+36,262
New +$181K 0.15% 159

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

UHLMANN PRICE SECURITIES's TSI Position: Q1 2026 in Review

UHLMANN PRICE SECURITIES increased its TCW Strategic Income Fund (TSI) stake by 42% in Q1 2026, buying an estimated $70.1K and bringing the position to 50,245 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #213.

UHLMANN PRICE SECURITIES first reported a position in TSI in Q3 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold TSI as of Q1 2026.

  • UHLMANN PRICE SECURITIES held 50,245 shares of TCW Strategic Income Fund worth $226K as of Q1 2026.
  • UHLMANN PRICE SECURITIES bought 14,816 TCW Strategic Income Fund shares in Q1 2026, an estimated $70.1K.
  • TCW Strategic Income Fund made up 0.02% of UHLMANN PRICE SECURITIES's portfolio in Q1 2026, its #213 holding.
  • UHLMANN PRICE SECURITIES first reported a position in TCW Strategic Income Fund in Q3 2024 and has held it in 7 quarters since.
  • 69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q1 2026, filed 16 Apr 2026.