Journey Advisory Group’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Journey Advisory 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	$2.47M	Sell	171,944 -1,430	-0.8%	-$20.6K	0.19%	111
2026 Q1	$2.53M	Buy	173,374 +1,944	+1%	+$29K	0.22%	99
2025 Q4	$2.61M	Buy	171,430 +3,396	+2%	+$52.3K	0.22%	108
2025 Q3	$2.62M	Sell	168,034 -1,880	-1%	-$28.9K	0.19%	109
2025 Q2	$2.61M	Buy	169,914 +754	+0.4%	+$11.7K	0.2%	108
2025 Q1	$2.64M	Buy	+169,160	New	+$2.65M	0.22%	105

Other funds holding DBL

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 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

CRC

Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Journey Advisory Group's DBL Position: Q2 2026 in Review

Journey Advisory Group reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 0.82% in Q2 2026, selling an estimated $20.6K and leaving 171,944 shares worth $2.47M. The position accounts for 0.19% of the portfolio, ranked #111.

Journey Advisory Group first reported a position in DBL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.64M in Q1 2025. 47 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

Journey Advisory Group held 171,944 shares of DoubleLine Opportunistic Credit Fund worth $2.47M as of Q2 2026.
Journey Advisory Group sold 1,430 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $20.6K.
DoubleLine Opportunistic Credit Fund made up 0.19% of Journey Advisory Group's portfolio in Q2 2026, its #111 holding.
Journey Advisory Group first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2025 and has held it in 6 quarters since.
Journey Advisory Group's DoubleLine Opportunistic Credit Fund position peaked at $2.64M in Q1 2025.
47 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.