Janney Montgomery Scott
DBL

Janney Montgomery Scott’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Janney Montgomery Scott’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 		$554K Sell
38,495
-167,900
-81% -$2.42M ﹤0.01% 2329
2026
Q1 		$3.01M Sell
206,395
-29,861
-13% -$445K 0.01% 1075
2025
Q4 		$3.6M Buy
236,256
+2,670
+1% +$41.1K 0.01% 1049
2025
Q3 		$3.64M Sell
233,586
-39,614
-15% -$610K 0.01% 1025
2025
Q2 		$4.2M Buy
273,200
+9,412
+4% +$146K 0.01% 882
2025
Q1 		$4.12M Buy
263,788
+68,379
+35% +$1.07M 0.01% 850
2024
Q4 		$3.03M Buy
195,409
+6,605
+3% +$102K 0.01% 981
2024
Q3 		$2.99M Buy
188,804
+1,400
+0.7% +$22K 0.01% 953
2024
Q2 		$2.88M Buy
187,404
+23,586
+14% +$355K 0.01% 931
2024
Q1 		$2.53M Buy
163,818
+153,625
+1,507% +$2.34M 0.01% 1044
2023
Q4 		$156K Sell
10,193
-1,834
-15% -$26.8K ﹤0.01% 2509
2023
Q3 		$175K Sell
12,027
-145
-1% -$2.09K ﹤0.01% 2409
2023
Q2 		$177K Buy
12,172
+145
+1% +$2.1K ﹤0.01% 2484
2023
Q1 		$171K Hold
12,027
– – ﹤0.01% 2314
2022
Q4 		$179K Hold
12,027
– – ﹤0.01% 2400
2022
Q3 		$174K Hold
12,027
– – ﹤0.01% 2322
2022
Q2 		$182K Sell
12,027
-51
-0.4% -$818 ﹤0.01% 2162
2022
Q1 		$202K Sell
12,078
-5,073
-30% -$89.9K ﹤0.01% 2090
2021
Q4 		$329K Sell
17,151
-400
-2% -$7.72K ﹤0.01% 1952
2021
Q3 		$346K Buy
17,551
+1,500
+9% +$29.7K ﹤0.01% 1881
2021
Q2 		$322K Sell
16,051
-2,805
-15% -$55.5K ﹤0.01% 1879
2021
Q1 		$372K Sell
18,856
-100
-0.5% -$1.98K ﹤0.01% 1738
2020
Q4 		$372K Sell
18,956
-820
-4% -$15.8K ﹤0.01% 1745
2020
Q3 		$377K Hold
19,776
– – ﹤0.01% 1581
2020
Q2 		$375K Hold
19,776
– – ﹤0.01% 1504
2020
Q1 		$338K Buy
19,776
+950
+5% +$19.1K ﹤0.01% 1427
2019
Q4 		$389K Buy
18,826
+1,175
+7% +$24.3K ﹤0.01% 1564
2019
Q3 		$366K Buy
17,651
+7,583
+75% +$157K ﹤0.01% 1571
2019
Q2 		$211K Buy
+10,068
New +$205K ﹤0.01% 1877
2018
Q4 		– Sell
-10,268
Closed -$211K – 1954
2018
Q3 		$211K Buy
+10,268
New +$214K ﹤0.01% 1892
2018
Q2 		– Sell
-9,468
Closed -$204K – 2005
2018
Q1 		$204K Buy
9,468
+50
+0.5% +$1.08K ﹤0.01% 1811
2017
Q4 		$209K Buy
9,418
+700
+8% +$16K ﹤0.01% 1778
2017
Q3 		$210K Sell
8,718
-16,897
-66% -$415K ﹤0.01% 1685
2017
Q2 		$646K Buy
25,615
+16,047
+168% +$397K 0.01% 1066
2017
Q1 		$228K Sell
9,568
-8,300
-46% -$194K ﹤0.01% 1549
2016
Q4 		$413K Buy
+17,868
New +$425K 0.01% 1164
2015
Q4 		– Sell
-8,150
Closed -$203K – 1382
2015
Q3 		$203K Buy
+8,150
New +$194K 0.01% 1250
2014
Q2 		– Sell
-10,250
Closed -$237K – 2222
2014
Q1 		$237K Sell
10,250
-675
-6% -$15.6K 0.01% 1635
2013
Q4 		$244K Sell
10,925
-4,875
-31% -$111K 0.01% 1580
2013
Q3 		$362K Buy
+15,800
New +$368K 0.01% 1203

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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GP
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

Janney Montgomery Scott's DBL Position: Q2 2026 in Review

Janney Montgomery Scott reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 81% in Q2 2026, selling an estimated $2.42M and leaving 38,495 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #2329.

Janney Montgomery Scott first reported a position in DBL in Q3 2013 and has held it in 40 quarters since. The position peaked at $4.2M in Q2 2025. 79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

  • Janney Montgomery Scott held 38,495 shares of DoubleLine Opportunistic Credit Fund worth $554K as of Q2 2026.
  • Janney Montgomery Scott sold 167,900 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $2.42M.
  • DoubleLine Opportunistic Credit Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2329 holding.
  • Janney Montgomery Scott first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2013 and has held it in 40 quarters since.
  • Janney Montgomery Scott's DoubleLine Opportunistic Credit Fund position peaked at $4.2M in Q2 2025.
  • 79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.