Golden State Equity Partners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Golden State Equity 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
2026 Q2	–	Sell	-7,377	Closed	-$108K	–	650
2026 Q1	$108K	Buy	+7,377	New	+$110K	0.01%	731
2025 Q1	–	Sell	-10,339	Closed	-$160K	–	438
2024 Q4	$160K	Sell	10,339 -549	-5%	-$8.51K	0.03%	421
2024 Q3	$172K	Sell	10,888 -533	-5%	-$8.39K	0.03%	415
2024 Q2	$175K	Buy	+11,421	New	+$172K	0.04%	391
2023 Q4	$191K	Sell	12,435 -258	-2%	-$3.77K	0.05%	346
2023 Q3	$185K	Sell	12,693 -65	-0.5%	-$937	0.05%	319
2023 Q2	$185K	Buy	+12,758	New	+$185K	0.05%	349

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Golden State Equity Partners's DBL Position: Q2 2026 in Review

Golden State Equity Partners sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q2 2026, closing a stake of 7,377 shares — an estimated $108K sold.

Golden State Equity Partners first reported a position in DBL in Q2 2023 and held it in 7 quarters. The position peaked at $191K in Q4 2023. 79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

Golden State Equity Partners reported no remaining DoubleLine Opportunistic Credit Fund position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 7,377 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $108K.
Golden State Equity Partners first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2023 and held it in 7 quarters.
Golden State Equity Partners's DoubleLine Opportunistic Credit Fund position peaked at $191K in Q4 2023.
79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.