CIBC Private Wealth Group’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$156K	Sell	10,706 -2,109	-16%	-$31K	﹤0.01%	1319
2025 Q3	$193K	Hold	12,815	–	–	﹤0.01%	1201
2025 Q2	$200K	Buy	12,815 +3,356	+35%	+$51.5K	﹤0.01%	1132
2025 Q1	$138K	Hold	9,459	–	–	﹤0.01%	1221
2024 Q4	$150K	Sell	9,459 -910	-9%	-$14.8K	﹤0.01%	1271
2024 Q3	$172K	Buy	10,369 +3,019	+41%	+$49K	﹤0.01%	1262
2024 Q2	$118K	Hold	7,350	–	–	﹤0.01%	1332
2024 Q1	$117K	Buy	+7,350	New	+$113K	﹤0.01%	1331

Other funds holding DLY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CIBC Private Wealth Group's DLY Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its DoubleLine Yield Opportunities Fund (DLY) stake by 16% in Q4 2025, selling an estimated $31K and leaving 10,706 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

CIBC Private Wealth Group first reported a position in DLY in Q1 2024 and has held it in 8 quarters since. The position peaked at $200K in Q2 2025. 100 funds tracked by Wall St. Rank hold DLY as of Q4 2025.

CIBC Private Wealth Group held 10,706 shares of DoubleLine Yield Opportunities Fund worth $156K as of Q4 2025.
CIBC Private Wealth Group sold 2,109 DoubleLine Yield Opportunities Fund shares in Q4 2025, an estimated $31K.
DoubleLine Yield Opportunities Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1319 holding.
CIBC Private Wealth Group first reported a position in DoubleLine Yield Opportunities Fund in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's DoubleLine Yield Opportunities Fund position peaked at $200K in Q2 2025.
100 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.