Focus Partners Wealth
DBL icon

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
Q2 		$165K Buy
11,464
+664
+6% +$9.6K ﹤0.01% 2546
2026
Q1 		$158K Hold
10,800
– – ﹤0.01% 2455
2025
Q4 		$165K Buy
+10,800
New +$166K ﹤0.01% 2478

Other funds holding DBL

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Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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 $199M AUM 3.12% 1-Year Est. Return
Stratos Wealth Advisors
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Focus Partners Wealth's DBL Position: Q2 2026 in Review

Focus Partners Wealth increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 6.1% in Q2 2026, buying an estimated $9.6K and bringing the position to 11,464 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #2546.

Focus Partners Wealth first reported a position in DBL in Q4 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

  • Focus Partners Wealth held 11,464 shares of DoubleLine Opportunistic Credit Fund worth $165K as of Q2 2026.
  • Focus Partners Wealth bought 664 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $9.6K.
  • DoubleLine Opportunistic Credit Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2546 holding.
  • Focus Partners Wealth first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.