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

Ameritas Advisory Services’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
2025 Q4	–	Sell	-2,894	Closed	-$45.1K	–	1189
2025 Q3	$45.1K	Buy	2,894 +30	+1%	+$462	﹤0.01%	1123
2025 Q2	$44.1K	Buy	+2,864	New	+$44.3K	﹤0.01%	1368
2023 Q2	–	Sell	-1,786	Closed	-$25.3K	–	983
2023 Q1	$25.3K	Buy	+1,786	New	+$26.7K	﹤0.01%	1538

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameritas Advisory Services's DBL Position: Q4 2025 in Review

Ameritas Advisory Services sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2025, closing a stake of 2,894 shares — an estimated $45.1K sold.

Ameritas Advisory Services first reported a position in DBL in Q1 2023 and held it in 3 quarters. The position peaked at $45.1K in Q3 2025. 66 funds tracked by Wall St. Rank hold DBL as of Q4 2025.

Ameritas Advisory Services reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 2,894 DoubleLine Opportunistic Credit Fund shares in Q4 2025, an estimated $45.1K.
Ameritas Advisory Services first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's DoubleLine Opportunistic Credit Fund position peaked at $45.1K in Q3 2025.
66 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.