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 Q3	$2.33M	Sell	171,601 -343	-0.2%	-$4.82K	0.17%	114
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

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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 Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Catawba River Capital Lake Wylie, South Carolina $190M AUM 0.27% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Journey Advisory Group's DBL Position: Q3 2026 in Review

Journey Advisory Group reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 0.2% in Q3 2026, selling an estimated $4.82K and leaving 171,601 shares worth $2.33M. The position accounts for 0.17% of the portfolio, ranked #114.

Journey Advisory Group first reported a position in DBL in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.64M in Q1 2025. 57 funds tracked by Wall St. Rank hold DBL as of Q3 2026.

Journey Advisory Group held 171,601 shares of DoubleLine Opportunistic Credit Fund worth $2.33M as of Q3 2026.
Journey Advisory Group sold 343 DoubleLine Opportunistic Credit Fund shares in Q3 2026, an estimated $4.82K.
DoubleLine Opportunistic Credit Fund made up 0.17% of Journey Advisory Group's portfolio in Q3 2026, its #114 holding.
Journey Advisory Group first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2025 and has held it in 7 quarters since.
Journey Advisory Group's DoubleLine Opportunistic Credit Fund position peaked at $2.64M in Q1 2025.
57 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2026.

Based on Journey Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.