FSA
DBL

Fort Sheridan Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Fort Sheridan 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 		$230K Hold
15,781
– – 0.03% 258
2025
Q4 		$241K Hold
15,781
– – 0.03% 237
2025
Q3 		$246K Sell
15,781
-2,491
-14% -$38.3K 0.03% 236
2025
Q2 		$281K Sell
18,272
-6,197
-25% -$95.9K 0.04% 209
2025
Q1 		$382K Sell
24,469
-500
-2% -$7.83K 0.06% 181
2024
Q4 		$387K Buy
24,969
+322
+1% +$4.99K 0.06% 185
2024
Q3 		$390K Hold
24,647
– – 0.06% 181
2024
Q2 		$379K Buy
24,647
+3,724
+18% +$56.1K 0.06% 178
2024
Q1 		$323K Buy
20,923
+4,361
+26% +$66.6K 0.06% 160
2023
Q4 		$254K Hold
16,562
– – 0.05% 165
2023
Q3 		$241K Buy
16,562
+500
+3% +$7.21K 0.05% 164
2023
Q2 		$233K Sell
16,062
-3,232
-17% -$46.9K 0.05% 170
2023
Q1 		$274K Buy
19,294
+21
+0.1% +$314 0.07% 158
2022
Q4 		$286K Sell
19,273
-3,301
-15% -$48.1K 0.09% 145
2022
Q3 		$326K Buy
+22,574
New +$350K 0.11% 128

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 $4.62B AUM 25.58% 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

Fort Sheridan Advisors's DBL Position: Q1 2026 in Review

Fort Sheridan Advisors held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q1 2026 at 15,781 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #258.

Fort Sheridan Advisors first reported a position in DBL in Q3 2022 and has held it in 15 quarters since. The position peaked at $390K in Q3 2024. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

  • Fort Sheridan Advisors held 15,781 shares of DoubleLine Opportunistic Credit Fund worth $230K as of Q1 2026.
  • Fort Sheridan Advisors left its DoubleLine Opportunistic Credit Fund share count unchanged in Q1 2026.
  • DoubleLine Opportunistic Credit Fund made up 0.03% of Fort Sheridan Advisors's portfolio in Q1 2026, its #258 holding.
  • Fort Sheridan Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2022 and has held it in 15 quarters since.
  • Fort Sheridan Advisors's DoubleLine Opportunistic Credit Fund position peaked at $390K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.