AWAG
DBL

ARS Wealth Advisors Group’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

ARS Wealth Advisors Group’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
Q2 		$178K Hold
12,350
– – 0.01% 220
2026
Q1 		$180K Sell
12,350
-1,650
-12% -$24.6K 0.02% 198
2025
Q4 		$214K Sell
14,000
-767
-5% -$11.8K 0.02% 181
2025
Q3 		$230K Sell
14,767
-1,533
-9% -$23.6K 0.02% 178
2025
Q2 		$251K Sell
16,300
-100
-0.6% -$1.55K 0.03% 156
2025
Q1 		$256K Sell
16,400
-2,200
-12% -$34.4K 0.04% 136
2024
Q4 		$288K Sell
18,600
-700
-4% -$10.8K 0.04% 128
2024
Q3 		$305K Hold
19,300
– – 0.04% 134
2024
Q2 		$296K Hold
19,300
– – 0.04% 127
2024
Q1 		$298K Buy
19,300
+4,300
+29% +$65.6K 0.04% 130
2023
Q4 		$230K Buy
+15,000
New +$219K 0.03% 139

Other funds holding DBL

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

ARS Wealth Advisors Group's DBL Position: Q2 2026 in Review

ARS Wealth Advisors Group held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q2 2026 at 12,350 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #220.

ARS Wealth Advisors Group first reported a position in DBL in Q4 2023 and has held it in 11 quarters since. The position peaked at $305K in Q3 2024. 28 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

  • ARS Wealth Advisors Group held 12,350 shares of DoubleLine Opportunistic Credit Fund worth $178K as of Q2 2026.
  • ARS Wealth Advisors Group left its DoubleLine Opportunistic Credit Fund share count unchanged in Q2 2026.
  • DoubleLine Opportunistic Credit Fund made up 0.01% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #220 holding.
  • ARS Wealth Advisors Group first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2023 and has held it in 11 quarters since.
  • ARS Wealth Advisors Group's DoubleLine Opportunistic Credit Fund position peaked at $305K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.