Kestra Advisory Services’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Kestra Advisory Services’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	$158K	Sell	11,672 -1,451	-11%	-$20.4K	﹤0.01%	3302
2026 Q2	$189K	Sell	13,123 -617	-4%	-$8.88K	﹤0.01%	3114
2026 Q1	$201K	Buy	13,740 +470	+4%	+$7.01K	﹤0.01%	2948
2025 Q4	$202K	Buy	13,270 +805	+6%	+$12.4K	﹤0.01%	2879
2025 Q3	$194K	Buy	+12,465	New	+$192K	﹤0.01%	2749
2021 Q4	–	Sell	-18,245	Closed	-$360K	–	2049
2021 Q3	$360K	Buy	18,245 +179	+1%	+$3.55K	﹤0.01%	1561
2021 Q2	$362K	Buy	18,066 +177	+1%	+$3.5K	﹤0.01%	1455
2021 Q1	$353K	Sell	17,889 -6,327	-26%	-$125K	﹤0.01%	1364
2020 Q4	$472K	Buy	24,216 +7,327	+43%	+$141K	0.01%	1235
2020 Q3	$322K	Buy	+16,889	New	+$325K	0.01%	1077

Other funds holding DBL

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

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

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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services's DBL Position: Q3 2026 in Review

Kestra Advisory Services reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 11% in Q3 2026, selling an estimated $20.4K and leaving 11,672 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #3302.

Kestra Advisory Services first reported a position in DBL in Q3 2020 and has held it in 10 quarters since. The position peaked at $472K in Q4 2020. 26 funds tracked by Wall St. Rank hold DBL as of Q3 2026.

Kestra Advisory Services held 11,672 shares of DoubleLine Opportunistic Credit Fund worth $158K as of Q3 2026.
Kestra Advisory Services sold 1,451 DoubleLine Opportunistic Credit Fund shares in Q3 2026, an estimated $20.4K.
DoubleLine Opportunistic Credit Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3302 holding.
Kestra Advisory Services first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2020 and has held it in 10 quarters since.
Kestra Advisory Services's DoubleLine Opportunistic Credit Fund position peaked at $472K in Q4 2020.
26 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.