LWM
DBL

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

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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.