LeConte Wealth Management
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LeConte Wealth Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

LeConte Wealth Management’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
Q3 		– Sell
-636,937
Closed -$9.8M – 131
2025
Q2 		$9.8M Sell
636,937
-301,407
-32% -$4.67M 6.63% 2
2025
Q1 		$14.7M Buy
+938,344
New +$14.7M 9.35% 3

Other funds holding DBL

Sit Investment Associates
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Intellectus Partners
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LeConte Wealth Management's DBL Position: Q3 2025 in Review

LeConte Wealth Management sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q3 2025, closing a stake of 636,937 shares — an estimated $9.8M sold.

LeConte Wealth Management first reported a position in DBL in Q1 2025 and held it in 2 quarters. The position peaked at $14.7M in Q1 2025. 70 funds tracked by Wall St. Rank hold DBL as of Q3 2025.

  • LeConte Wealth Management reported no remaining DoubleLine Opportunistic Credit Fund position as of Q3 2025 after selling out during the quarter.
  • LeConte Wealth Management sold 636,937 DoubleLine Opportunistic Credit Fund shares in Q3 2025, an estimated $9.8M.
  • LeConte Wealth Management first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2025 and held it in 2 quarters.
  • LeConte Wealth Management's DoubleLine Opportunistic Credit Fund position peaked at $14.7M in Q1 2025.
  • 70 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2025.

Based on LeConte Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.