Flagship Harbor Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Flagship Harbor 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	–	Sell	-112	Closed	-$1.71K	–	1050
2025 Q4	$1.71K	Buy	+112	New	+$1.73K	﹤0.01%	1874
2019 Q2	–	Sell	-141	Closed	-$2K	–	1877
2019 Q1	$2K	Buy	141 +2	+1%	+$39	﹤0.01%	1660
2018 Q4	$2K	Buy	139 +3	+2%	+$58	﹤0.01%	1625
2018 Q3	$3K	Buy	136 +4	+3%	+$84	﹤0.01%	1808
2018 Q2	$2K	Buy	+132	New	+$2.77K	﹤0.01%	1838

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

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

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

Flagship Harbor Advisors's DBL Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q1 2026, closing a stake of 112 shares — an estimated $1.71K sold.

Flagship Harbor Advisors first reported a position in DBL in Q2 2018 and held it in 5 quarters. The position peaked at $3K in Q3 2018. 74 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

Flagship Harbor Advisors reported no remaining DoubleLine Opportunistic Credit Fund position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 112 DoubleLine Opportunistic Credit Fund shares in Q1 2026, an estimated $1.71K.
Flagship Harbor Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2018 and held it in 5 quarters.
Flagship Harbor Advisors's DoubleLine Opportunistic Credit Fund position peaked at $3K in Q3 2018.
74 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.