LBC
DLY

Lowe Brockenbrough & Co’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Lowe Brockenbrough & Co’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
2025
Q4 		– Sell
-18,380
Closed -$277K – 334
2025
Q3 		$277K Buy
+18,380
New +$283K 0.01% 263

Other funds holding DLY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Lowe Brockenbrough & Co's DLY Position: Q4 2025 in Review

Lowe Brockenbrough & Co sold out of DoubleLine Yield Opportunities Fund (DLY) in Q4 2025, closing a stake of 18,380 shares — an estimated $277K sold.

Lowe Brockenbrough & Co first reported a position in DLY in Q3 2025 and held it in 1 quarter. The position peaked at $277K in Q3 2025. 100 funds tracked by Wall St. Rank hold DLY as of Q4 2025.

  • Lowe Brockenbrough & Co reported no remaining DoubleLine Yield Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 18,380 DoubleLine Yield Opportunities Fund shares in Q4 2025, an estimated $277K.
  • Lowe Brockenbrough & Co first reported a position in DoubleLine Yield Opportunities Fund in Q3 2025 and held it in 1 quarter.
  • Lowe Brockenbrough & Co's DoubleLine Yield Opportunities Fund position peaked at $277K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q4 2025.

Based on Lowe Brockenbrough & Co's 13F filing for Q4 2025, filed 11 Feb 2026.