Aviance Capital Partners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Aviance Capital Partners’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	$1.6M	Buy	111,297 +16,225	+17%	+$234K	0.17%	117
2026 Q1	$1.39M	Buy	95,072 +5,523	+6%	+$82.4K	0.16%	119
2025 Q4	$1.37M	Sell	89,549 -670	-0.7%	-$10.3K	0.16%	122
2025 Q3	$1.41M	Buy	90,219 +1,197	+1%	+$18.4K	0.17%	120
2025 Q2	$1.37M	Sell	89,022 -946	-1%	-$14.6K	0.18%	128
2025 Q1	$1.41M	Buy	89,968 +7,226	+9%	+$113K	0.2%	118
2024 Q4	$1.28M	Buy	82,742 +6,259	+8%	+$97K	0.18%	126
2024 Q3	$1.21M	Sell	76,483 -918	-1%	-$14.4K	0.16%	141
2024 Q2	$1.19M	Buy	77,401 +1,875	+2%	+$28.2K	0.17%	130
2024 Q1	$1.16M	Buy	75,526 +84	+0.1%	+$1.28K	0.17%	131
2023 Q4	$1.16M	Sell	75,442 -72,472	-49%	-$1.06M	0.25%	105
2023 Q3	$2.16M	Sell	147,914 -95,467	-39%	-$1.38M	0.49%	52
2023 Q2	$3.53M	Buy	243,381 +9,631	+4%	+$140K	0.75%	36
2023 Q1	$3.31M	Buy	233,750 +2,999	+1%	+$44.8K	0.74%	35
2022 Q4	$3.43M	Sell	230,751 -21,735	-9%	-$317K	0.8%	33
2022 Q3	$3.65M	Buy	252,486 +2,175	+0.9%	+$33.7K	0.91%	27
2022 Q2	$3.9M	Sell	250,311 -7,413	-3%	-$119K	0.87%	29
2022 Q1	$4.32M	Sell	257,724 -137,457	-35%	-$2.44M	0.79%	30
2021 Q4	$7.58M	Sell	395,181 -19,846	-5%	-$383K	1.26%	13
2021 Q3	$8.18M	Buy	415,027 +71,310	+21%	+$1.41M	1.45%	10
2021 Q2	$6.89M	Buy	343,717 +43,705	+15%	+$864K	1.21%	15
2021 Q1	$5.92M	Buy	300,012 +29,716	+11%	+$587K	1.14%	18
2020 Q4	$5.31M	Buy	270,296 +3,816	+1%	+$73.5K	1.07%	17
2020 Q3	$5.08M	Buy	266,480 +47,403	+22%	+$911K	1.14%	14
2020 Q2	$4.15M	Buy	219,077 +31,182	+17%	+$572K	1.03%	18
2020 Q1	$3.21M	Buy	187,895 +14,001	+8%	+$281K	1.01%	18
2019 Q4	$3.59M	Buy	173,894 +79,468	+84%	+$1.64M	0.92%	18
2019 Q3	$1.96M	Buy	+94,426	New	+$1.95M	0.57%	43

Other funds holding DBL

SIA

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

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

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Aviance Capital Partners's DBL Position: Q2 2026 in Review

Aviance Capital Partners increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 17% in Q2 2026, buying an estimated $234K and bringing the position to 111,297 shares worth $1.6M. The position accounts for 0.17% of the portfolio, ranked #117.

Aviance Capital Partners first reported a position in DBL in Q3 2019 and has held it in 28 quarters since. The position peaked at $8.18M in Q3 2021. 79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

Aviance Capital Partners held 111,297 shares of DoubleLine Opportunistic Credit Fund worth $1.6M as of Q2 2026.
Aviance Capital Partners bought 16,225 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $234K.
DoubleLine Opportunistic Credit Fund made up 0.17% of Aviance Capital Partners's portfolio in Q2 2026, its #117 holding.
Aviance Capital Partners first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2019 and has held it in 28 quarters since.
Aviance Capital Partners's DoubleLine Opportunistic Credit Fund position peaked at $8.18M in Q3 2021.
79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.