Allie Family Office’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Allie Family Office’s Portfolio DLY Stock Details DLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,000	Closed	-$139K	–	113
2026 Q1	$139K	Hold	10,000	–	–	0.06%	100
2025 Q4	$145K	Sell	10,000 -10,000	-50%	-$147K	0.07%	100
2025 Q3	$302K	Hold	20,000	–	–	0.14%	74
2025 Q2	$312K	Hold	20,000	–	–	0.15%	66
2025 Q1	$322K	Hold	20,000	–	–	0.18%	67
2024 Q4	$317K	Hold	20,000	–	–	0.18%	64
2024 Q3	$332K	Hold	20,000	–	–	0.18%	61
2024 Q2	$316K	Hold	20,000	–	–	0.19%	62
2024 Q1	$319K	Hold	20,000	–	–	0.19%	56
2023 Q4	$297K	Hold	20,000	–	–	0.21%	54
2023 Q3	$295K	Hold	20,000	–	–	0.24%	48
2023 Q2	$291K	Hold	20,000	–	–	0.21%	54
2023 Q1	$280K	Hold	20,000	–	–	0.21%	56
2022 Q4	$262K	Hold	20,000	–	–	0.22%	62
2022 Q3	$270K	Buy	20,000 +10,000	+100%	+$146K	0.23%	56
2022 Q2	$143K	Buy	+10,000	New	+$154K	0.12%	73

Other funds holding DLY

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

PCM

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

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

Allie Family Office's DLY Position: Q2 2026 in Review

Allie Family Office sold out of DoubleLine Yield Opportunities Fund (DLY) in Q2 2026, closing a stake of 10,000 shares — an estimated $139K sold.

Allie Family Office first reported a position in DLY in Q2 2022 and held it in 16 quarters. The position peaked at $332K in Q3 2024. 89 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

Allie Family Office reported no remaining DoubleLine Yield Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Allie Family Office sold 10,000 DoubleLine Yield Opportunities Fund shares in Q2 2026, an estimated $139K.
Allie Family Office first reported a position in DoubleLine Yield Opportunities Fund in Q2 2022 and held it in 16 quarters.
Allie Family Office's DoubleLine Yield Opportunities Fund position peaked at $332K in Q3 2024.
89 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.