Focus Partners Wealth
DBL

Focus Partners Wealth’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Focus Partners Wealth’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 		$158K Hold
10,800
– – ﹤0.01% 2455
2025
Q4 		$165K Buy
+10,800
New +$166K ﹤0.01% 2478

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Focus Partners Wealth's DBL Position: Q1 2026 in Review

Focus Partners Wealth held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q1 2026 at 10,800 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #2455.

Focus Partners Wealth first reported a position in DBL in Q4 2025 and has held it in 2 quarters since. The position peaked at $165K in Q4 2025. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

  • Focus Partners Wealth held 10,800 shares of DoubleLine Opportunistic Credit Fund worth $158K as of Q1 2026.
  • Focus Partners Wealth left its DoubleLine Opportunistic Credit Fund share count unchanged in Q1 2026.
  • DoubleLine Opportunistic Credit Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2455 holding.
  • Focus Partners Wealth first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's DoubleLine Opportunistic Credit Fund position peaked at $165K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.