ECM
DBL

Evergreen Capital Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Evergreen Capital Management’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 		$8.06M Buy
560,669
+11,917
+2% +$172K 0.14% 144
2026
Q1 		$8.01M Buy
548,752
+21,522
+4% +$321K 0.17% 135
2025
Q4 		$8.04M Buy
527,230
+15,319
+3% +$236K 0.18% 134
2025
Q3 		$7.98M Buy
511,911
+11,769
+2% +$181K 0.19% 131
2025
Q2 		$7.69M Buy
500,142
+37,678
+8% +$583K 0.23% 119
2025
Q1 		$7.23M Buy
462,464
+14,407
+3% +$226K 0.24% 122
2024
Q4 		$6.94M Buy
448,057
+16,299
+4% +$253K 0.23% 126
2024
Q3 		$6.83M Buy
431,758
+4,454
+1% +$70.1K 0.23% 129
2024
Q2 		$6.56M Buy
427,304
+89,314
+26% +$1.34M 0.24% 119
2024
Q1 		$5.21M Buy
337,990
+4,508
+1% +$68.8K 0.2% 130
2023
Q4 		$5.12M Buy
333,482
+200,968
+152% +$2.94M 0.21% 135
2023
Q3 		$1.93M Buy
+132,514
New +$1.91M 0.08% 221

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
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
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return

Evergreen Capital Management's DBL Position: Q2 2026 in Review

Evergreen Capital Management increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 2.2% in Q2 2026, buying an estimated $172K and bringing the position to 560,669 shares worth $8.06M. The position accounts for 0.14% of the portfolio, ranked #144.

Evergreen Capital Management first reported a position in DBL in Q3 2023 and has held it in 12 quarters since. 78 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

  • Evergreen Capital Management held 560,669 shares of DoubleLine Opportunistic Credit Fund worth $8.06M as of Q2 2026.
  • Evergreen Capital Management bought 11,917 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $172K.
  • DoubleLine Opportunistic Credit Fund made up 0.14% of Evergreen Capital Management's portfolio in Q2 2026, its #144 holding.
  • Evergreen Capital Management first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2023 and has held it in 12 quarters since.
  • 78 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.