Gridiron Partners’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Gridiron Partners’s Portfolio DLY Stock Details DLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$395K	Sell	28,396 -4,222	-13%	-$61.3K	0.24%	32
2025 Q4	$474K	Sell	32,618 -493,528	-94%	-$7.25M	0.27%	34
2025 Q3	$408K	Buy	526,146 +499,080	+1,844%	+$7.69M	0.23%	40
2025 Q2	$422K	Hold	27,066	–	–	0.26%	38
2025 Q1	$436K	Hold	27,066	–	–	0.28%	39
2024 Q4	$428K	Hold	27,066	–	–	0.27%	40
2024 Q3	$449K	Hold	27,066	–	–	0.27%	39
2024 Q2	$427K	Sell	27,066 -2,751	-9%	-$42.9K	0.27%	39
2024 Q1	$475K	Sell	29,817 -46,830	-61%	-$721K	0.3%	39
2023 Q4	$1.14M	Buy	+76,647	New	+$1.1M	0.8%	26

Other funds holding DLY

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return