BFG
DBL

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

Berger 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 		$1.49M Sell
103,409
-2,255
-2% -$32.5K 0.08% 180
2026
Q1 		$1.54M Sell
105,664
-2,281
-2% -$34K 0.09% 169
2025
Q4 		$1.65M Buy
107,945
+2,477
+2% +$38.2K 0.1% 160
2025
Q3 		$1.64M Buy
+105,468
New +$1.62M 0.1% 159

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
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

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

Berger Financial Group reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 2.1% in Q2 2026, selling an estimated $32.5K and leaving 103,409 shares worth $1.49M. The position accounts for 0.08% of the portfolio, ranked #180.

Berger Financial Group first reported a position in DBL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.65M in Q4 2025. 79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

  • Berger Financial Group held 103,409 shares of DoubleLine Opportunistic Credit Fund worth $1.49M as of Q2 2026.
  • Berger Financial Group sold 2,255 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $32.5K.
  • DoubleLine Opportunistic Credit Fund made up 0.08% of Berger Financial Group's portfolio in Q2 2026, its #180 holding.
  • Berger Financial Group first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2025 and has held it in 4 quarters since.
  • Berger Financial Group's DoubleLine Opportunistic Credit Fund position peaked at $1.65M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.