Golden State Wealth Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Golden State Wealth Management’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	-2,212	Closed	-$32.3K	–	1637
2026 Q1	$32.3K	Sell	2,212 -14	-0.6%	-$209	﹤0.01%	797
2025 Q4	$34K	Sell	2,226 -1,871	-46%	-$28.8K	﹤0.01%	787
2025 Q3	$63.8K	Buy	4,097 +40	+1%	+$616	0.01%	613
2025 Q2	$62.4K	Buy	4,057 +38	+0.9%	+$588	0.01%	597
2025 Q1	$62.8K	Buy	4,019 +38	+1%	+$595	0.01%	544
2024 Q4	$61.7K	Buy	+3,981	New	+$61.7K	0.01%	541
2022 Q1	$203K	Buy	12,118 +1,118	+10%	+$19.8K	0.04%	295
2021 Q4	$211K	Buy	+11,000	New	+$212K	0.04%	346

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 Wealth Management's DBL Position: Q2 2026 in Review

Golden State Wealth Management sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q2 2026, closing a stake of 2,212 shares — an estimated $32.3K sold.

Golden State Wealth Management first reported a position in DBL in Q4 2021 and held it in 8 quarters. The position peaked at $211K in Q4 2021. 79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

Golden State Wealth Management reported no remaining DoubleLine Opportunistic Credit Fund position as of Q2 2026 after selling out during the quarter.
Golden State Wealth Management sold 2,212 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $32.3K.
Golden State Wealth Management first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2021 and held it in 8 quarters.
Golden State Wealth Management's DoubleLine Opportunistic Credit Fund position peaked at $211K in Q4 2021.
79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.