Advisory Services Network’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Advisory Services Network’s Portfolio DBL Stock Details DBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.09K	Buy	+75	New	+$1.12K	﹤0.01%	4290
2025 Q4	–	Sell	-75	Closed	-$1.17K	–	2389
2025 Q3	$1.17K	Buy	+75	New	+$1.15K	﹤0.01%	3898
2021 Q2	–	Sell	-10,040	Closed	-$198K	–	3598
2021 Q1	$198K	Sell	10,040 -450	-4%	-$8.9K	0.01%	1188
2020 Q4	$206K	Sell	10,490 -300	-3%	-$5.78K	0.01%	1051
2020 Q3	$206K	Sell	10,790 -200	-2%	-$3.84K	0.01%	962
2020 Q2	$208K	Hold	10,990	–	–	0.01%	928
2020 Q1	$188K	Sell	10,990 -1,000	-8%	-$20.1K	0.01%	844
2019 Q4	$247K	Sell	11,990 -4,575	-28%	-$94.6K	0.01%	838
2019 Q3	$347K	Hold	16,565	–	–	0.02%	652
2019 Q2	$347K	Sell	16,565 -500	-3%	-$10.2K	0.02%	650
2019 Q1	$345K	Sell	17,065 -3,717	-18%	-$73K	0.02%	618
2018 Q4	$394K	Sell	20,782 -9,760	-32%	-$189K	0.03%	512
2018 Q3	$628K	Sell	30,542 -1,875	-6%	-$39.2K	0.05%	462
2018 Q2	$675K	Buy	32,417 +135	+0.4%	+$2.84K	0.05%	449
2018 Q1	$697K	Sell	32,282 -1,022	-3%	-$22.2K	0.06%	430
2017 Q4	$739K	Sell	33,304 -1,496	-4%	-$34.1K	0.06%	380
2017 Q3	$837K	Sell	34,800 -300	-0.9%	-$7.38K	0.1%	266
2017 Q2	$886K	Sell	35,100 -425	-1%	-$10.5K	0.12%	253
2017 Q1	$848K	Buy	+35,525	New	+$832K	0.12%	223
2016 Q3	$863K	Buy	33,600 +500	+2%	+$13.4K	0.16%	157
2016 Q2	$886K	Buy	33,100 +4,000	+14%	+$105K	0.2%	122
2016 Q1	$774K	Buy	29,100 +17,050	+141%	+$440K	0.21%	124
2015 Q4	$305K	Buy	+12,050	New	+$301K	0.1%	258

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Advisory Services Network's DBL Position: Q1 2026 in Review

Advisory Services Network opened a new position in DoubleLine Opportunistic Credit Fund (DBL) in Q1 2026: 75 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #4290 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in DBL as recently as Q3 2025.

Advisory Services Network first reported a position in DBL in Q4 2015 and has held it in 23 quarters since. The position peaked at $886K in Q2 2017. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

Advisory Services Network held 75 shares of DoubleLine Opportunistic Credit Fund worth $1.09K as of Q1 2026.
DoubleLine Opportunistic Credit Fund was a new Advisory Services Network position in Q1 2026.
DoubleLine Opportunistic Credit Fund made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4290 holding.
Advisory Services Network first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2015 and has held it in 23 quarters since.
Advisory Services Network's DoubleLine Opportunistic Credit Fund position peaked at $886K in Q2 2017.
73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.