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 Q3	$8.19M	Buy	604,096 +7,809	+1%	+$110K	0.22%	92
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	+$96.2K	0.02%	432

Other funds holding DBL

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return

Stratos Wealth Advisors Beachwood, Ohio $1.9B AUM 16.7% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Intellectus Partners San Francisco, California $602M AUM 39.4% 1-Year Est. Return

Catawba River Capital Lake Wylie, South Carolina $190M AUM 0.27% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Avior Wealth Management's DBL Position: Q3 2026 in Review

Avior Wealth Management increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 1.3% in Q3 2026, buying an estimated $110K and bringing the position to 604,096 shares worth $8.19M. The position accounts for 0.22% of the portfolio, ranked #92.

Avior Wealth Management first reported a position in DBL in Q4 2019 and has held it in 4 quarters since. The position peaked at $8.57M in Q2 2026. 68 funds tracked by Wall St. Rank hold DBL as of Q3 2026.

Avior Wealth Management held 604,096 shares of DoubleLine Opportunistic Credit Fund worth $8.19M as of Q3 2026.
Avior Wealth Management bought 7,809 DoubleLine Opportunistic Credit Fund shares in Q3 2026, an estimated $110K.
DoubleLine Opportunistic Credit Fund made up 0.22% of Avior Wealth Management's portfolio in Q3 2026, its #92 holding.
Avior Wealth Management first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2019 and has held it in 4 quarters since.
Avior Wealth Management's DoubleLine Opportunistic Credit Fund position peaked at $8.57M in Q2 2026.
68 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.