AA
DBL

Apriem Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Apriem Advisors’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 		$352K Hold
24,110
– – 0.03% 142
2025
Q4 		$368K Buy
24,110
+4,000
+20% +$61.6K 0.03% 136
2025
Q3 		$313K Hold
20,110
– – 0.03% 147
2025
Q2 		$309K Hold
20,110
– – 0.03% 143
2025
Q1 		$314K Hold
20,110
– – 0.04% 140
2024
Q4 		$312K Sell
20,110
-3,000
-13% -$46.5K 0.04% 141
2024
Q3 		$366K Sell
23,110
-5,000
-18% -$78.7K 0.04% 118
2024
Q2 		$432K Hold
28,110
– – 0.05% 110
2024
Q1 		$433K Hold
28,110
– – 0.05% 111
2023
Q4 		$431K Sell
28,110
-50
-0.2% -$730 0.06% 104
2023
Q3 		$411K Hold
28,160
– – 0.06% 101
2023
Q2 		$409K Hold
28,160
– – 0.06% 108
2023
Q1 		$399K Sell
28,160
-3,900
-12% -$58.2K 0.06% 105
2022
Q4 		$476K Sell
32,060
-2,050
-6% -$29.9K 0.08% 92
2022
Q3 		$493K Hold
34,110
– – 0.09% 88
2022
Q2 		$531K Sell
34,110
-1,500
-4% -$24K 0.09% 86
2022
Q1 		$597K Sell
35,610
-200
-0.6% -$3.54K 0.09% 87
2021
Q4 		$686K Sell
35,810
-2,800
-7% -$54K 0.1% 77
2021
Q3 		$761K Buy
38,610
+1,200
+3% +$23.8K 0.11% 75
2021
Q2 		$750K Buy
37,410
+1,510
+4% +$29.9K 0.11% 75
2021
Q1 		$709K Buy
35,900
+3,000
+9% +$59.3K 0.11% 75
2020
Q4 		$646K Buy
32,900
+6,200
+23% +$119K 0.12% 66
2020
Q3 		$509K Buy
26,700
+11,150
+72% +$214K 0.09% 74
2020
Q2 		$295K Buy
15,550
+2,800
+22% +$51.3K 0.06% 93
2020
Q1 		$218K Sell
12,750
-1,200
-9% -$24.1K 0.05% 100
2019
Q4 		$288K Buy
13,950
+1,000
+8% +$20.7K 0.06% 104
2019
Q3 		$268K Sell
12,950
-3,400
-21% -$70.4K 0.06% 102
2019
Q2 		$342K Hold
16,350
– – 0.11% 92
2019
Q1 		$330K Sell
16,350
-400
-2% -$7.86K 0.09% 92
2018
Q4 		$317K Sell
16,750
-6,850
-29% -$133K 0.11% 88
2018
Q3 		$485K Sell
23,600
-18,789
-44% -$392K 0.11% 82
2018
Q2 		$885K Sell
42,389
-212,160
-83% -$4.46M 0.2% 59
2018
Q1 		$5.5M Sell
254,549
-13,873
-5% -$301K 1.34% 22
2017
Q4 		$5.96M Sell
268,422
-7,751
-3% -$177K 1.48% 19
2017
Q3 		$6.64M Sell
276,173
-18,205
-6% -$448K 1.65% 14
2017
Q2 		$7.43M Buy
294,378
+1,714
+0.6% +$42.4K 1.97% 11
2017
Q1 		$6.98M Buy
292,664
+5,051
+2% +$118K 1.9% 15
2016
Q4 		$6.64M Buy
287,613
+174,220
+154% +$4.15M 1.97% 11
2016
Q3 		$2.91M Buy
113,393
+5,633
+5% +$151K 0.87% 35
2016
Q2 		$2.89M Buy
107,760
+707
+0.7% +$18.6K 0.94% 31
2016
Q1 		$2.85M Sell
107,053
-67,369
-39% -$1.74M 1.12% 27
2015
Q4 		$4.42M Buy
174,422
+3,291
+2% +$82.3K 1.57% 18
2015
Q3 		$4.26M Buy
171,131
+72,301
+73% +$1.72M 1.58% 19
2015
Q2 		$2.29M Buy
98,830
+949
+1% +$23.1K 0.79% 41
2015
Q1 		$2.43M Sell
97,881
-62,247
-39% -$1.58M 0.84% 42
2014
Q4 		$3.93M Buy
160,128
+19,375
+14% +$471K 1.45% 26
2014
Q3 		$3.32M Buy
140,753
+16,522
+13% +$384K 1.27% 27
2014
Q2 		$2.94M Buy
124,231
+27,540
+28% +$644K 1.12% 32
2014
Q1 		$2.24M Buy
96,691
+20,490
+27% +$472K 0.85% 40
2013
Q4 		$1.7M Buy
76,201
+39,435
+107% +$901K 0.67% 48
2013
Q3 		$841K Buy
+36,766
New +$856K 0.37% 56

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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
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
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
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Apriem Advisors's DBL Position: Q1 2026 in Review

Apriem Advisors held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q1 2026 at 24,110 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #142.

Apriem Advisors first reported a position in DBL in Q3 2013 and has held it in 51 quarters since. The position peaked at $7.43M in Q2 2017. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

  • Apriem Advisors held 24,110 shares of DoubleLine Opportunistic Credit Fund worth $352K as of Q1 2026.
  • Apriem Advisors left its DoubleLine Opportunistic Credit Fund share count unchanged in Q1 2026.
  • DoubleLine Opportunistic Credit Fund made up 0.03% of Apriem Advisors's portfolio in Q1 2026, its #142 holding.
  • Apriem Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2013 and has held it in 51 quarters since.
  • Apriem Advisors's DoubleLine Opportunistic Credit Fund position peaked at $7.43M in Q2 2017.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.