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 Q2	$370K	Buy	25,750 +6,000	+30%	+$86.4K	﹤0.01%	1655
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 $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

Baird Financial Group's DBL Position: Q2 2026 in Review

Baird Financial Group increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 30% in Q2 2026, buying an estimated $86.4K and bringing the position to 25,750 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Baird Financial Group first reported a position in DBL in Q3 2015 and has held it in 15 quarters since. The position peaked at $544K in Q1 2022. 79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

Baird Financial Group held 25,750 shares of DoubleLine Opportunistic Credit Fund worth $370K as of Q2 2026.
Baird Financial Group bought 6,000 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $86.4K.
DoubleLine Opportunistic Credit Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1655 holding.
Baird Financial Group first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2015 and has held it in 15 quarters since.
Baird Financial Group's DoubleLine Opportunistic Credit Fund position peaked at $544K in Q1 2022.
79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.