FFO
DBL

Fortitude Family Office’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Fortitude Family Office’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
2025
Q2 		– Sell
-547
Closed -$8.54K – 2051
2025
Q1 		$8.54K Buy
547
+12
+2% +$188 ﹤0.01% 583
2024
Q4 		$8.3K Buy
535
+11
+2% +$170 ﹤0.01% 689
2024
Q3 		$8.29K Buy
+524
New +$8.24K ﹤0.01% 620

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fortitude Family Office's DBL Position: Q2 2025 in Review

Fortitude Family Office sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q2 2025, closing a stake of 547 shares — an estimated $8.54K sold.

Fortitude Family Office first reported a position in DBL in Q3 2024 and held it in 3 quarters. The position peaked at $8.54K in Q1 2025. 73 funds tracked by Wall St. Rank hold DBL as of Q2 2025.

  • Fortitude Family Office reported no remaining DoubleLine Opportunistic Credit Fund position as of Q2 2025 after selling out during the quarter.
  • Fortitude Family Office sold 547 DoubleLine Opportunistic Credit Fund shares in Q2 2025, an estimated $8.54K.
  • Fortitude Family Office first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2024 and held it in 3 quarters.
  • Fortitude Family Office's DoubleLine Opportunistic Credit Fund position peaked at $8.54K in Q1 2025.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2025.

Based on Fortitude Family Office's 13F filing for Q2 2025, filed 15 Jul 2025.