Baird Financial Group
DBL

Baird Financial Group’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Baird Financial 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
Q1 		$288K Buy
19,750
+6,950
+54% +$104K ﹤0.01% 1651
2025
Q4 		$195K Buy
+12,800
New +$197K ﹤0.01% 1737
2023
Q1 		– Sell
-35,245
Closed -$523K – 1701
2022
Q4 		$523K Buy
35,245
+392
+1% +$5.71K ﹤0.01% 1282
2022
Q3 		$504K Buy
34,853
+2,027
+6% +$31.5K ﹤0.01% 1280
2022
Q2 		$511K Buy
32,826
+338
+1% +$5.42K ﹤0.01% 1336
2022
Q1 		$544K Buy
32,488
+7,339
+29% +$130K ﹤0.01% 1369
2021
Q4 		$482K Buy
25,149
+23
+0.1% +$444 ﹤0.01% 1487
2021
Q3 		$495K Buy
25,126
+1,290
+5% +$25.6K ﹤0.01% 1467
2021
Q2 		$478K Buy
23,836
+1,185
+5% +$23.4K ﹤0.01% 1409
2021
Q1 		$447K Buy
22,651
+932
+4% +$18.4K ﹤0.01% 1384
2020
Q4 		$427K Buy
21,719
+9,733
+81% +$187K ﹤0.01% 1271
2020
Q3 		$228K Buy
11,986
+884
+8% +$17K ﹤0.01% 1371
2020
Q2 		$210K Buy
+11,102
New +$203K ﹤0.01% 1406
2015
Q4 		– Sell
-15,094
Closed -$376K – 1242
2015
Q3 		$376K Buy
+15,094
New +$359K ﹤0.01% 999

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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
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
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Baird Financial Group's DBL Position: Q1 2026 in Review

Baird Financial Group increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 54% in Q1 2026, buying an estimated $104K and bringing the position to 19,750 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Baird Financial Group first reported a position in DBL in Q3 2015 and has held it in 14 quarters since. The position peaked at $544K in Q1 2022. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

  • Baird Financial Group held 19,750 shares of DoubleLine Opportunistic Credit Fund worth $288K as of Q1 2026.
  • Baird Financial Group bought 6,950 DoubleLine Opportunistic Credit Fund shares in Q1 2026, an estimated $104K.
  • DoubleLine Opportunistic Credit Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1651 holding.
  • Baird Financial Group first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2015 and has held it in 14 quarters since.
  • Baird Financial Group's DoubleLine Opportunistic Credit Fund position peaked at $544K in Q1 2022.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.