KA
DBL

Kercheville Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Kercheville 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
Q1 		$174K Sell
11,897
-710
-6% -$10.6K 0.06% 102
2025
Q4 		$191K Sell
12,607
-1,483
-11% -$22.8K 0.05% 111
2025
Q3 		$220K Buy
14,090
+17
+0.1% +$262 0.07% 94
2025
Q2 		$216K Buy
14,073
+16
+0.1% +$248 0.07% 90
2025
Q1 		$220K Buy
14,057
+16
+0.1% +$251 0.09% 77
2024
Q4 		$218K Buy
14,041
+15
+0.1% +$232 0.08% 80
2024
Q3 		$222K Buy
14,026
+15
+0.1% +$236 0.09% 74
2024
Q2 		$215K Sell
14,011
-984
-7% -$14.8K 0.09% 72
2024
Q1 		$231K Buy
14,995
+15
+0.1% +$229 0.11% 72
2023
Q4 		$230K Sell
14,980
-485
-3% -$7.08K 0.13% 66
2023
Q3 		$225K Buy
15,465
+15
+0.1% +$216 0.14% 61
2023
Q2 		$224K Buy
15,450
+14
+0.1% +$203 0.14% 64
2023
Q1 		$219K Sell
15,436
-2,486
-14% -$37.1K 0.15% 61
2022
Q4 		$266K Sell
17,922
-981
-5% -$14.3K 0.18% 62
2022
Q3 		$273K Buy
18,903
+8
+0% +$124 0.28% 53
2022
Q2 		$294K Sell
18,895
-2,284
-11% -$36.6K 0.19% 64
2022
Q1 		$355K Sell
21,179
-44,671
-68% -$792K 0.17% 77
2021
Q4 		$1.26M Sell
65,850
-4,194
-6% -$81K 0.55% 40
2021
Q3 		$1.38M Sell
70,044
-1,549
-2% -$30.7K 0.65% 38
2021
Q2 		$1.44M Sell
71,593
-699
-1% -$13.8K 0.67% 42
2021
Q1 		$1.43M Buy
72,292
+580
+0.8% +$11.5K 0.72% 43
2020
Q4 		$1.42M Buy
+71,712
New +$1.38M 0.77% 37

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
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

Kercheville Advisors's DBL Position: Q1 2026 in Review

Kercheville Advisors reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 5.6% in Q1 2026, selling an estimated $10.6K and leaving 11,897 shares worth $174K. The position accounts for 0.06% of the portfolio, ranked #102.

Kercheville Advisors first reported a position in DBL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.44M in Q2 2021. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

  • Kercheville Advisors held 11,897 shares of DoubleLine Opportunistic Credit Fund worth $174K as of Q1 2026.
  • Kercheville Advisors sold 710 DoubleLine Opportunistic Credit Fund shares in Q1 2026, an estimated $10.6K.
  • DoubleLine Opportunistic Credit Fund made up 0.06% of Kercheville Advisors's portfolio in Q1 2026, its #102 holding.
  • Kercheville Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2020 and has held it in 22 quarters since.
  • Kercheville Advisors's DoubleLine Opportunistic Credit Fund position peaked at $1.44M in Q2 2021.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.