ArchPoint Investors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

ArchPoint Investors’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	$1.47M	Hold	100,964	–	–	0.35%	48
2025 Q4	$1.54M	Hold	100,964	–	–	0.37%	48
2025 Q3	$1.57M	Hold	100,964	–	–	0.43%	44
2025 Q2	$1.55M	Sell	100,964 -1,255	-1%	-$19.4K	0.46%	45
2025 Q1	$1.6M	Hold	102,219	–	–	0.53%	37
2024 Q4	$1.58M	Hold	102,219	–	–	0.52%	38
2024 Q3	$1.62M	Hold	102,219	–	–	0.54%	41
2024 Q2	$1.57M	Sell	102,219 -1,255	-1%	-$18.9K	0.59%	42
2024 Q1	$1.6M	Hold	103,474	–	–	0.67%	38
2023 Q4	$1.59M	Sell	103,474 -12,500	-11%	-$183K	0.66%	23
2023 Q3	$1.69M	Hold	115,974	–	–	0.65%	27
2023 Q2	$1.68M	Sell	115,974 -1,000	-0.9%	-$14.5K	0.65%	28
2023 Q1	$1.66M	Hold	116,974	–	–	0.72%	27
2022 Q4	$1.74M	Hold	116,974	–	–	0.82%	26
2022 Q3	$1.69M	Hold	116,974	–	–	0.69%	28
2022 Q2	$1.82M	Hold	116,974	–	–	0.72%	27
2022 Q1	$1.96M	Hold	116,974	–	–	0.68%	30
2021 Q4	$2.24M	Hold	116,974	–	–	0.67%	28
2021 Q3	$2.31M	Sell	116,974 -26,550	-18%	-$526K	0.69%	26
2021 Q2	$2.88M	Sell	143,524 -1,121	-0.8%	-$22.2K	0.98%	22
2021 Q1	$2.85M	Sell	144,645 -5,633	-4%	-$111K	0.81%	23
2020 Q4	$2.95M	Sell	150,278 -4,217	-3%	-$81.2K	0.82%	28
2020 Q3	$2.94M	Sell	154,495 -31,897	-17%	-$613K	0.94%	22
2020 Q2	$3.53M	Hold	186,392	–	–	1.13%	19
2020 Q1	$3.19M	Sell	186,392 -1,240	-0.7%	-$24.9K	1.26%	17
2019 Q4	$3.87M	Hold	187,632	–	–	1.18%	21
2019 Q3	$3.89M	Buy	187,632 +3,217	+2%	+$66.6K	1.31%	16
2019 Q2	$3.86M	Hold	184,415	–	–	1.22%	16
2019 Q1	$3.73M	Buy	184,415 +15,112	+9%	+$297K	1.11%	17
2018 Q4	$3.21M	Buy	169,303 +163,853	+3,006%	+$3.18M	1.11%	21
2018 Q3	$112K	Hold	5,450	–	–	0.03%	102
2018 Q2	$114K	Sell	5,450 -5,000	-48%	-$105K	0.03%	98
2018 Q1	$226K	Hold	10,450	–	–	0.07%	93
2017 Q4	$232K	Buy	10,450 +5,000	+92%	+$114K	0.07%	78
2017 Q3	$131K	Hold	5,450	–	–	0.04%	103
2017 Q2	$138K	Sell	5,450 -1,500	-22%	-$37.1K	0.04%	105
2017 Q1	$165K	Buy	+6,950	New	+$163K	0.06%	85
2016 Q2	–	Sell	-6,120	Closed	-$163K	–	158
2016 Q1	$163K	Hold	6,120	–	–	0.09%	81
2015 Q4	$155K	Buy	+6,120	New	+$153K	0.11%	81
2015 Q2	–	Sell	-18,320	Closed	-$455K	–	143
2015 Q1	$455K	Sell	18,320 -7,400	-29%	-$188K	0.31%	55
2014 Q4	$632K	Hold	25,720	–	–	0.47%	46
2014 Q3	$607K	Sell	25,720 -7,000	-21%	-$163K	0.51%	44
2014 Q2	$774K	Sell	32,720 -3,000	-8%	-$70.2K	0.65%	38
2014 Q1	$827K	Hold	35,720	–	–	0.75%	31
2013 Q4	$797K	Buy	+35,720	New	+$816K	0.72%	31

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 $5.7B AUM 32.06% 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

ArchPoint Investors's DBL Position: Q1 2026 in Review

ArchPoint Investors held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q1 2026 at 100,964 shares worth $1.47M. The position accounts for 0.35% of the portfolio, ranked #48.

ArchPoint Investors first reported a position in DBL in Q4 2013 and has held it in 45 quarters since. The position peaked at $3.89M in Q3 2019. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

ArchPoint Investors held 100,964 shares of DoubleLine Opportunistic Credit Fund worth $1.47M as of Q1 2026.
ArchPoint Investors left its DoubleLine Opportunistic Credit Fund share count unchanged in Q1 2026.
DoubleLine Opportunistic Credit Fund made up 0.35% of ArchPoint Investors's portfolio in Q1 2026, its #48 holding.
ArchPoint Investors first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2013 and has held it in 45 quarters since.
ArchPoint Investors's DoubleLine Opportunistic Credit Fund position peaked at $3.89M in Q3 2019.
73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on ArchPoint Investors's 13F filing for Q1 2026, filed 14 May 2026.