AWM
DBL

Avior Wealth Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Avior Wealth Management’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 		$8.57M Buy
596,287
+22,321
+4% +$321K 0.23% 91
2026
Q1 		$8.38M Buy
+573,966
New +$8.56M 0.24% 90
2020
Q1 		– Sell
-4,653
Closed -$96K – 795
2019
Q4 		$96K Buy
+4,653
New +$96.3K 0.02% 432

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GP
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
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return

Avior Wealth Management's DBL Position: Q2 2026 in Review

Avior Wealth Management increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 3.9% in Q2 2026, buying an estimated $321K and bringing the position to 596,287 shares worth $8.57M. The position accounts for 0.23% of the portfolio, ranked #91.

Avior Wealth Management first reported a position in DBL in Q4 2019 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

  • Avior Wealth Management held 596,287 shares of DoubleLine Opportunistic Credit Fund worth $8.57M as of Q2 2026.
  • Avior Wealth Management bought 22,321 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $321K.
  • DoubleLine Opportunistic Credit Fund made up 0.23% of Avior Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Avior Wealth Management first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2019 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.