Creekside Partners’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Creekside Partners’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 Q3	$1.4M	Buy	104,826 +3,250	+3%	+$45K	0.52%	49
2026 Q2	$1.43M	Buy	101,576 +34,408	+51%	+$483K	0.52%	49
2026 Q1	$935K	Sell	67,168 -2,796	-4%	-$40.6K	0.39%	60
2025 Q4	$1.02M	Sell	69,964 -31,820	-31%	-$468K	0.43%	60
2025 Q3	$1.53M	Sell	101,784 -14,275	-12%	-$220K	0.68%	36
2025 Q2	$1.81M	Buy	116,059 +701	+0.6%	+$10.8K	0.86%	32
2025 Q1	$1.86M	Buy	115,358 +658	+0.6%	+$10.6K	0.97%	27
2024 Q4	$1.82M	Buy	114,700 +1,481	+1%	+$24K	0.94%	29
2024 Q3	$1.88M	Buy	113,219 +623	+0.6%	+$10.1K	0.97%	29
2024 Q2	$1.78M	Buy	+112,596	New	+$1.76M	0.98%	29

Other funds holding DLY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Creekside Partners's DLY Position: Q3 2026 in Review

Creekside Partners increased its DoubleLine Yield Opportunities Fund (DLY) stake by 3.2% in Q3 2026, buying an estimated $45K and bringing the position to 104,826 shares worth $1.4M. The position accounts for 0.52% of the portfolio, ranked #49.

Creekside Partners first reported a position in DLY in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.88M in Q3 2024. 76 funds tracked by Wall St. Rank hold DLY as of Q3 2026.

Creekside Partners held 104,826 shares of DoubleLine Yield Opportunities Fund worth $1.4M as of Q3 2026.
Creekside Partners bought 3,250 DoubleLine Yield Opportunities Fund shares in Q3 2026, an estimated $45K.
DoubleLine Yield Opportunities Fund made up 0.52% of Creekside Partners's portfolio in Q3 2026, its #49 holding.
Creekside Partners first reported a position in DoubleLine Yield Opportunities Fund in Q2 2024 and has held it in 10 quarters since.
Creekside Partners's DoubleLine Yield Opportunities Fund position peaked at $1.88M in Q3 2024.
76 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q3 2026.

Based on Creekside Partners's 13F filing for Q3 2026, filed 4 Nov 2026.