JFS Wealth Advisors
DBL icon

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
Q3 		– Sell
-95
Closed -$1.37K – 2214
2026
Q2 		$1.37K Buy
+95
New +$1.37K ﹤0.01% 1724

Other funds holding DBL

Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return
Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Journey Advisory Group
Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Aviance Capital Partners
Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

JFS Wealth Advisors's DBL Position: Q3 2026 in Review

JFS Wealth Advisors sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q3 2026, closing a stake of 95 shares — an estimated $1.37K sold.

JFS Wealth Advisors first reported a position in DBL in Q2 2026 and held it in 1 quarter. The position peaked at $1.37K in Q2 2026. 42 funds tracked by Wall St. Rank hold DBL as of Q3 2026.

  • JFS Wealth Advisors reported no remaining DoubleLine Opportunistic Credit Fund position as of Q3 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 95 DoubleLine Opportunistic Credit Fund shares in Q3 2026, an estimated $1.37K.
  • JFS Wealth Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2026 and held it in 1 quarter.
  • JFS Wealth Advisors's DoubleLine Opportunistic Credit Fund position peaked at $1.37K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.