GRP
DBL

Global Retirement Partners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Global Retirement Partners’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
Q3 		– Sell
-117
Closed -$1.8K – 3908
2025
Q2 		$1.8K Buy
+117
New +$1.81K ﹤0.01% 3275
2024
Q4 		$1.74K Buy
112
+2
+2% +$31 ﹤0.01% 3118
2024
Q3 		$1.74K Buy
+110
New +$1.73K ﹤0.01% 2985

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Retirement Partners's DBL Position: Q3 2025 in Review

Global Retirement Partners sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q3 2025, closing a stake of 117 shares — an estimated $1.8K sold.

Global Retirement Partners first reported a position in DBL in Q3 2024 and held it in 3 quarters. The position peaked at $1.8K in Q2 2025. 70 funds tracked by Wall St. Rank hold DBL as of Q3 2025.

  • Global Retirement Partners reported no remaining DoubleLine Opportunistic Credit Fund position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 117 DoubleLine Opportunistic Credit Fund shares in Q3 2025, an estimated $1.8K.
  • Global Retirement Partners first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2024 and held it in 3 quarters.
  • Global Retirement Partners's DoubleLine Opportunistic Credit Fund position peaked at $1.8K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.