BFA
DLY

Blueprint Financial Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Blueprint Financial Advisors’s Portfolio DLY Stock Details DLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$251K Hold
18,000
– – 0.04% 96
2025
Q4 		$262K Hold
18,000
– – 0.04% 94
2025
Q3 		$271K Buy
+18,000
New +$277K 0.06% 97

Other funds holding DLY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Blueprint Financial Advisors's DLY Position: Q1 2026 in Review

Blueprint Financial Advisors held its DoubleLine Yield Opportunities Fund (DLY) position steady in Q1 2026 at 18,000 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #96.

Blueprint Financial Advisors first reported a position in DLY in Q3 2025 and has held it in 3 quarters since. The position peaked at $271K in Q3 2025. 95 funds tracked by Wall St. Rank hold DLY as of Q1 2026.

  • Blueprint Financial Advisors held 18,000 shares of DoubleLine Yield Opportunities Fund worth $251K as of Q1 2026.
  • Blueprint Financial Advisors left its DoubleLine Yield Opportunities Fund share count unchanged in Q1 2026.
  • DoubleLine Yield Opportunities Fund made up 0.04% of Blueprint Financial Advisors's portfolio in Q1 2026, its #96 holding.
  • Blueprint Financial Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q3 2025 and has held it in 3 quarters since.
  • Blueprint Financial Advisors's DoubleLine Yield Opportunities Fund position peaked at $271K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.