Jones Financial Companies
DBL

Jones Financial Companies’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Jones Financial Companies’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
Q1 		– Sell
-673
Closed -$10.3K – 4770
2025
Q4 		$10.3K Buy
+673
New +$10.4K ﹤0.01% 3207

Other funds holding DBL

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AWM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Jones Financial Companies's DBL Position: Q1 2026 in Review

Jones Financial Companies sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q1 2026, closing a stake of 673 shares — an estimated $10.3K sold.

Jones Financial Companies first reported a position in DBL in Q4 2025 and held it in 1 quarter. The position peaked at $10.3K in Q4 2025. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

  • Jones Financial Companies reported no remaining DoubleLine Opportunistic Credit Fund position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 673 DoubleLine Opportunistic Credit Fund shares in Q1 2026, an estimated $10.3K.
  • Jones Financial Companies first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2025 and held it in 1 quarter.
  • Jones Financial Companies's DoubleLine Opportunistic Credit Fund position peaked at $10.3K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.