Harbour Investments’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Harbour Investments’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 Q2	$4.57K	Hold	325	–	–	﹤0.01%	3720
2026 Q1	$4.52K	Buy	+325	New	+$4.72K	﹤0.01%	3627
2025 Q1	–	Sell	-3,894	Closed	-$61.6K	–	3582
2024 Q4	$61.6K	Buy	3,894 +3,308	+565%	+$53.7K	﹤0.01%	1604
2024 Q3	$9.72K	Buy	586 +208	+55%	+$3.37K	﹤0.01%	2374
2024 Q2	$5.96K	Buy	378 +9	+2%	+$140	﹤0.01%	2445
2024 Q1	$5.89K	Buy	369 +11	+3%	+$169	﹤0.01%	2426
2023 Q4	$5.33K	Buy	358 +8	+2%	+$115	﹤0.01%	2383
2023 Q3	$5.16K	Buy	+350	New	+$5.09K	﹤0.01%	2264

Other funds holding DLY

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harbour Investments's DLY Position: Q2 2026 in Review

Harbour Investments held its DoubleLine Yield Opportunities Fund (DLY) position steady in Q2 2026 at 325 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #3720.

Harbour Investments first reported a position in DLY in Q3 2023 and has held it in 8 quarters since. The position peaked at $61.6K in Q4 2024. 90 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

Harbour Investments held 325 shares of DoubleLine Yield Opportunities Fund worth $4.57K as of Q2 2026.
Harbour Investments left its DoubleLine Yield Opportunities Fund share count unchanged in Q2 2026.
DoubleLine Yield Opportunities Fund made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3720 holding.
Harbour Investments first reported a position in DoubleLine Yield Opportunities Fund in Q3 2023 and has held it in 8 quarters since.
Harbour Investments's DoubleLine Yield Opportunities Fund position peaked at $61.6K in Q4 2024.
90 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.