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
Q2 		$227K Hold
15,781
– – 0.02% 272
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 $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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ECM
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 $191M AUM 4.6% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Fort Sheridan Advisors's DBL Position: Q2 2026 in Review

Fort Sheridan Advisors held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q2 2026 at 15,781 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #272.

Fort Sheridan Advisors first reported a position in DBL in Q3 2022 and has held it in 16 quarters since. The position peaked at $390K in Q3 2024. 79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

  • Fort Sheridan Advisors held 15,781 shares of DoubleLine Opportunistic Credit Fund worth $227K as of Q2 2026.
  • Fort Sheridan Advisors left its DoubleLine Opportunistic Credit Fund share count unchanged in Q2 2026.
  • DoubleLine Opportunistic Credit Fund made up 0.02% of Fort Sheridan Advisors's portfolio in Q2 2026, its #272 holding.
  • Fort Sheridan Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2022 and has held it in 16 quarters since.
  • Fort Sheridan Advisors's DoubleLine Opportunistic Credit Fund position peaked at $390K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.