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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CRC

Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

IFG

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 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. 32 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.
32 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.