Cambridge Investment Research Advisors
DBL

Cambridge Investment Research Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Cambridge Investment Research Advisors’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 		$424K Hold
29,018
– – ﹤0.01% 2954
2025
Q4 		$443K Sell
29,018
-9
-0% -$139 ﹤0.01% 2838
2025
Q3 		$452K Buy
29,027
+1,128
+4% +$17.4K ﹤0.01% 2766
2025
Q2 		$429K Buy
27,899
+9
+0% +$139 ﹤0.01% 2678
2025
Q1 		$436K Hold
27,890
– – ﹤0.01% 2562
2024
Q4 		$432K Sell
27,890
-450
-2% -$6.97K ﹤0.01% 2547
2024
Q3 		$448K Hold
28,340
– – ﹤0.01% 2494
2024
Q2 		$435K Sell
28,340
-1,757
-6% -$26.4K ﹤0.01% 2404
2024
Q1 		$464K Buy
30,097
+3
+0% +$46 ﹤0.01% 2337
2023
Q4 		$462K Sell
30,094
-4,697
-14% -$68.6K ﹤0.01% 2245
2023
Q3 		$507K Sell
34,791
-6,177
-15% -$89K ﹤0.01% 2066
2023
Q2 		$594K Sell
40,968
-4,422
-10% -$64.2K ﹤0.01% 2000
2023
Q1 		$644K Buy
45,390
+3
+0% +$45 ﹤0.01% 1915
2022
Q4 		$674K Buy
45,387
+3
+0% +$44 ﹤0.01% 1796
2022
Q3 		$656K Sell
45,384
-358
-0.8% -$5.55K ﹤0.01% 1754
2022
Q2 		$713K Sell
45,742
-376
-0.8% -$6.03K ﹤0.01% 1701
2022
Q1 		$773K Buy
46,118
+322
+0.7% +$5.71K ﹤0.01% 1771
2021
Q4 		$878K Sell
45,796
-690
-1% -$13.3K ﹤0.01% 1672
2021
Q3 		$917K Sell
46,486
-964
-2% -$19.1K ﹤0.01% 1604
2021
Q2 		$952K Sell
47,450
-10,536
-18% -$208K ﹤0.01% 1564
2021
Q1 		$1.15M Sell
57,986
-1,351
-2% -$26.7K 0.01% 1333
2020
Q4 		$1.17M Sell
59,337
-8
-0% -$154 0.01% 1203
2020
Q3 		$1.13M Sell
59,345
-1,764
-3% -$33.9K 0.01% 1116
2020
Q2 		$1.16M Sell
61,109
-886
-1% -$16.2K 0.01% 1039
2020
Q1 		$1.06M Sell
61,995
-6,055
-9% -$121K 0.01% 942
2019
Q4 		$1.41M Buy
68,050
+849
+1% +$17.6K 0.01% 968
2019
Q3 		$1.39M Sell
67,201
-2,168
-3% -$44.9K 0.01% 904
2019
Q2 		$1.45M Sell
69,369
-5,059
-7% -$103K 0.01% 844
2019
Q1 		$1.5M Sell
74,428
-1,733
-2% -$34K 0.01% 836
2018
Q4 		$1.44M Buy
76,161
+140
+0.2% +$2.71K 0.02% 766
2018
Q3 		$1.56M Buy
76,021
+5,868
+8% +$123K 0.01% 787
2018
Q2 		$1.46M Sell
70,153
-3,394
-5% -$71.3K 0.02% 778
2018
Q1 		$1.59M Buy
73,547
+2,959
+4% +$64.1K 0.02% 712
2017
Q4 		$1.57M Buy
70,588
+9,658
+16% +$220K 0.02% 679
2017
Q3 		$1.47M Buy
60,930
+1,267
+2% +$31.1K 0.02% 652
2017
Q2 		$1.5M Buy
59,663
+1,238
+2% +$30.6K 0.02% 622
2017
Q1 		$1.39M Buy
58,425
+12,583
+27% +$295K 0.02% 592
2016
Q4 		$1.06M Buy
45,842
+10,790
+31% +$257K 0.02% 649
2016
Q3 		$900K Buy
35,052
+14,255
+69% +$383K 0.02% 735
2016
Q2 		$557K Buy
20,797
+9,649
+87% +$254K 0.01% 887
2016
Q1 		$297K Sell
11,148
-2,935
-21% -$75.7K 0.01% 1174
2015
Q4 		$356K Buy
14,083
+2,540
+22% +$63.5K 0.01% 1044
2015
Q3 		$287K Sell
11,543
-207
-2% -$4.93K 0.01% 1042
2015
Q2 		$272K Sell
11,750
-2,487
-17% -$60.6K 0.01% 1106
2015
Q1 		$354K Buy
14,237
+183
+1% +$4.64K 0.01% 974
2014
Q4 		$345K Sell
14,054
-868
-6% -$21.1K 0.01% 950
2014
Q3 		$352K Buy
14,922
+28
+0.2% +$650 0.01% 1007
2014
Q2 		$352K Sell
14,894
-85,027
-85% -$1.99M 0.01% 931
2014
Q1 		$2.31M Sell
99,921
-1,782
-2% -$41.1K 0.09% 224
2013
Q4 		$2.27M Sell
101,703
-2,562
-2% -$58.5K 0.09% 199
2013
Q3 		$2.39M Buy
104,265
+66,064
+173% +$1.54M 0.1% 189
2013
Q2 		$957K Buy
+38,201
New +$1.02M 0.05% 331

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

Cambridge Investment Research Advisors's DBL Position: Q1 2026 in Review

Cambridge Investment Research Advisors held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q1 2026 at 29,018 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #2954.

Cambridge Investment Research Advisors first reported a position in DBL in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.39M in Q3 2013. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

  • Cambridge Investment Research Advisors held 29,018 shares of DoubleLine Opportunistic Credit Fund worth $424K as of Q1 2026.
  • Cambridge Investment Research Advisors left its DoubleLine Opportunistic Credit Fund share count unchanged in Q1 2026.
  • DoubleLine Opportunistic Credit Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2954 holding.
  • Cambridge Investment Research Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2013 and has held it in 52 quarters since.
  • Cambridge Investment Research Advisors's DoubleLine Opportunistic Credit Fund position peaked at $2.39M in Q3 2013.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.