Independent Financial Group’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Independent Financial Group’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	$2M	Sell	139,250 -3,650	-3%	-$52.5K	0.04%	455
2026 Q1	$2.09M	Sell	142,900 -4,900	-3%	-$73.1K	0.05%	392
2025 Q4	$2.25M	Sell	147,800 -1,685	-1%	-$26K	0.05%	360
2025 Q3	$2.33M	Sell	149,485 -7,110	-5%	-$109K	0.06%	341
2025 Q2	$2.41M	Buy	156,595 +14,420	+10%	+$223K	0.07%	289
2025 Q1	$2.22M	Buy	142,175 +12,525	+10%	+$196K	0.08%	254
2024 Q4	$2.01M	Buy	129,650 +11,550	+10%	+$179K	0.07%	294
2024 Q3	$1.87M	Buy	118,100 +23,675	+25%	+$372K	0.07%	283
2024 Q2	$1.45M	Buy	94,425 +25,200	+36%	+$379K	0.06%	300
2024 Q1	$1.07M	Buy	69,225 +34,950	+102%	+$533K	0.05%	361
2023 Q4	$526K	Buy	+34,275	New	+$501K	0.03%	541

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

Independent Financial Group's DBL Position: Q2 2026 in Review

Independent Financial Group reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 2.6% in Q2 2026, selling an estimated $52.5K and leaving 139,250 shares worth $2M. The position accounts for 0.04% of the portfolio, ranked #455.

Independent Financial Group first reported a position in DBL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.41M in Q2 2025. 79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

Independent Financial Group held 139,250 shares of DoubleLine Opportunistic Credit Fund worth $2M as of Q2 2026.
Independent Financial Group sold 3,650 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $52.5K.
DoubleLine Opportunistic Credit Fund made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #455 holding.
Independent Financial Group first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2023 and has held it in 11 quarters since.
Independent Financial Group's DoubleLine Opportunistic Credit Fund position peaked at $2.41M in Q2 2025.
79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.