Kovitz Investment Group Partners
DBL

Kovitz Investment Group Partners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-10,800
Closed -$168K – 637
2025
Q3 		$168K Hold
10,800
– – ﹤0.01% 1350
2025
Q2 		$166K Buy
+10,800
New +$167K ﹤0.01% 1298

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TPWM
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Kovitz Investment Group Partners's DBL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2025, closing a stake of 10,800 shares — an estimated $168K sold.

Kovitz Investment Group Partners first reported a position in DBL in Q2 2025 and held it in 2 quarters. The position peaked at $168K in Q3 2025. 67 funds tracked by Wall St. Rank hold DBL as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,800 DoubleLine Opportunistic Credit Fund shares in Q4 2025, an estimated $168K.
  • Kovitz Investment Group Partners first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's DoubleLine Opportunistic Credit Fund position peaked at $168K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.