Gridiron Partners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Gridiron 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 Q3	$5M	Buy	369,129 +22,678	+7%	+$319K	2.51%	8
2026 Q2	$4.98M	Buy	346,451 +191,741	+124%	+$2.76M	2.62%	7
2026 Q1	$2.26M	Buy	154,710 +110,793	+252%	+$1.65M	1.38%	9
2025 Q4	$670K	Hold	43,917	–	–	0.38%	30
2025 Q3	$684K	Buy	43,917 +3,900	+10%	+$60K	0.39%	30
2025 Q2	$615K	Hold	40,017	–	–	0.38%	32
2025 Q1	$625K	Hold	40,017	–	–	0.4%	33
2024 Q4	$620K	Hold	40,017	–	–	0.39%	34
2024 Q3	$633K	Hold	40,017	–	–	0.38%	35
2024 Q2	$615K	Sell	40,017 -1,770	-4%	-$26.6K	0.39%	34
2024 Q1	$644K	Sell	41,787 -119,874	-74%	-$1.83M	0.41%	35
2023 Q4	$2.48M	Buy	+161,661	New	+$2.36M	1.75%	10

Other funds holding DBL

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Gridiron Partners's DBL Position: Q3 2026 in Review

Gridiron Partners increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 6.5% in Q3 2026, buying an estimated $319K and bringing the position to 369,129 shares worth $5M. The position accounts for 2.51% of the portfolio, ranked #8.

Gridiron Partners first reported a position in DBL in Q4 2023 and has held it in 12 quarters since. 12 funds tracked by Wall St. Rank hold DBL as of Q3 2026.

Gridiron Partners held 369,129 shares of DoubleLine Opportunistic Credit Fund worth $5M as of Q3 2026.
Gridiron Partners bought 22,678 DoubleLine Opportunistic Credit Fund shares in Q3 2026, an estimated $319K.
DoubleLine Opportunistic Credit Fund made up 2.51% of Gridiron Partners's portfolio in Q3 2026, its #8 holding.
Gridiron Partners first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2023 and has held it in 12 quarters since.
12 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2026.

Based on Gridiron Partners's 13F filing for Q3 2026, filed 8 Oct 2026.