JFS Wealth Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

JFS Wealth Advisors’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	$1.37K	Buy	+95	New	+$1.37K	﹤0.01%	1724

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

JFS Wealth Advisors's DBL Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in DoubleLine Opportunistic Credit Fund (DBL) in Q2 2026: 95 shares worth $1.37K. The stake represents ﹤0.01% of the portfolio and ranks #1724 among its holdings.

79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

JFS Wealth Advisors held 95 shares of DoubleLine Opportunistic Credit Fund worth $1.37K as of Q2 2026.
DoubleLine Opportunistic Credit Fund was a new JFS Wealth Advisors position in Q2 2026.
DoubleLine Opportunistic Credit Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1724 holding.
79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.