KWM
DLY

Kingsview Wealth Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Kingsview Wealth Management’s Portfolio DLY Stock Details DLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17,500
Closed -$254K – 1361
2025
Q4 		$254K Hold
17,500
– – ﹤0.01% 1079
2025
Q3 		$264K Buy
+17,500
New +$270K ﹤0.01% 1014

Other funds holding DLY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Kingsview Wealth Management's DLY Position: Q1 2026 in Review

Kingsview Wealth Management sold out of DoubleLine Yield Opportunities Fund (DLY) in Q1 2026, closing a stake of 17,500 shares — an estimated $254K sold.

Kingsview Wealth Management first reported a position in DLY in Q3 2025 and held it in 2 quarters. The position peaked at $264K in Q3 2025. 95 funds tracked by Wall St. Rank hold DLY as of Q1 2026.

  • Kingsview Wealth Management reported no remaining DoubleLine Yield Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 17,500 DoubleLine Yield Opportunities Fund shares in Q1 2026, an estimated $254K.
  • Kingsview Wealth Management first reported a position in DoubleLine Yield Opportunities Fund in Q3 2025 and held it in 2 quarters.
  • Kingsview Wealth Management's DoubleLine Yield Opportunities Fund position peaked at $264K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.