LPL Financial
DBL

LPL Financial’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

LPL Financial’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
2026
Q1 		$3.37M Sell
230,759
-3,740
-2% -$55.8K ﹤0.01% 2997
2025
Q4 		$3.58M Buy
234,499
+16,522
+8% +$254K ﹤0.01% 2848
2025
Q3 		$3.4M Buy
217,977
+3,872
+2% +$59.6K ﹤0.01% 2821
2025
Q2 		$3.29M Buy
214,105
+1,170
+0.5% +$18.1K ﹤0.01% 2657
2025
Q1 		$3.33M Buy
212,935
+70,435
+49% +$1.1M ﹤0.01% 2478
2024
Q4 		$2.21M Buy
142,500
+9,298
+7% +$144K ﹤0.01% 2765
2024
Q3 		$2.11M Buy
133,202
+4,102
+3% +$64.5K ﹤0.01% 2683
2024
Q2 		$1.98M Buy
129,100
+9,612
+8% +$145K ﹤0.01% 2607
2024
Q1 		$1.84M Buy
119,488
+8,955
+8% +$137K ﹤0.01% 2601
2023
Q4 		$1.7M Buy
110,533
+10,628
+11% +$155K ﹤0.01% 2564
2023
Q3 		$1.46M Buy
99,905
+33,476
+50% +$483K ﹤0.01% 2583
2023
Q2 		$964K Buy
66,429
+4,392
+7% +$63.8K ﹤0.01% 2862
2023
Q1 		$880K Buy
62,037
+5,648
+10% +$84.3K ﹤0.01% 2851
2022
Q4 		$837K Buy
56,389
+125
+0.2% +$1.82K ﹤0.01% 2777
2022
Q3 		$813K Buy
56,264
+3,117
+6% +$48.4K ﹤0.01% 2703
2022
Q2 		$828K Buy
53,147
+3,353
+7% +$53.8K ﹤0.01% 2741
2022
Q1 		$835K Buy
49,794
+1,110
+2% +$19.7K ﹤0.01% 2759
2021
Q4 		$933K Sell
48,684
-930
-2% -$18K ﹤0.01% 2721
2021
Q3 		$978K Sell
49,614
-1,445
-3% -$28.6K ﹤0.01% 2637
2021
Q2 		$1.02M Buy
51,059
+2,783
+6% +$55K ﹤0.01% 2546
2021
Q1 		$953K Sell
48,276
-1,122
-2% -$22.2K ﹤0.01% 2431
2020
Q4 		$971K Buy
49,398
+4,804
+11% +$92.5K ﹤0.01% 2210
2020
Q3 		$850K Buy
44,594
+5,044
+13% +$96.9K ﹤0.01% 2065
2020
Q2 		$749K Buy
39,550
+3,106
+9% +$56.9K ﹤0.01% 2063
2020
Q1 		$623K Buy
36,444
+2,127
+6% +$42.7K ﹤0.01% 1957
2019
Q4 		$708K Sell
34,317
-811
-2% -$16.8K ﹤0.01% 2093
2019
Q3 		$727K Buy
35,128
+14,773
+73% +$306K ﹤0.01% 1967
2019
Q2 		$426K Sell
20,355
-2,132
-9% -$43.5K ﹤0.01% 2394
2019
Q1 		$454K Buy
22,487
+6,404
+40% +$126K ﹤0.01% 2302
2018
Q4 		$305K Sell
16,083
-7,275
-31% -$141K ﹤0.01% 2448
2018
Q3 		$480K Sell
23,358
-50,773
-68% -$1.06M ﹤0.01% 2266
2018
Q2 		$1.55M Sell
74,131
-6,612
-8% -$139K ﹤0.01% 1309
2018
Q1 		$1.74M Buy
80,743
+43,623
+118% +$946K ﹤0.01% 1201
2017
Q4 		$824K Sell
37,120
-16,495
-31% -$376K ﹤0.01% 1674
2017
Q3 		$1.29M Buy
53,615
+21,070
+65% +$518K ﹤0.01% 1260
2017
Q2 		$821K Sell
32,545
-154,115
-83% -$3.81M ﹤0.01% 1508
2017
Q1 		$4.48M Buy
186,660
+11,289
+6% +$264K 0.03% 460
2016
Q4 		$4.05M Sell
175,371
-53,146
-23% -$1.26M 0.03% 491
2016
Q3 		$5.73M Buy
228,517
+22,473
+11% +$603K 0.05% 336
2016
Q2 		$5.5M Sell
206,044
-249,002
-55% -$6.56M 0.05% 341
2016
Q1 		$11.8M Buy
455,046
+88,442
+24% +$2.28M 0.03% 390
2015
Q4 		$9.35M Buy
366,604
+242,231
+195% +$6.06M 0.03% 468
2015
Q3 		$3.1M Sell
124,373
-94,776
-43% -$2.26M 0.02% 647
2015
Q2 		$5.18M Sell
219,149
-48,056
-18% -$1.17M 0.03% 501
2015
Q1 		$6.67M Buy
267,205
+144,550
+118% +$3.67M 0.03% 409
2014
Q4 		$3.01M Buy
122,655
+24,610
+25% +$598K 0.02% 698
2014
Q3 		$2.3M Buy
98,045
+72,666
+286% +$1.69M 0.01% 793
2014
Q2 		$600K Sell
25,379
-4,138
-14% -$96.8K ﹤0.01% 1678
2014
Q1 		$683K Sell
29,517
-16,152
-35% -$372K ﹤0.01% 1511
2013
Q4 		$1.02M Sell
45,669
-16,347
-26% -$374K 0.01% 1237
2013
Q3 		$1.41M Buy
62,016
+5,158
+9% +$120K 0.01% 988
2013
Q2 		$1.42M Buy
+56,858
New +$1.51M 0.01% 911

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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 $4.62B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

LPL Financial's DBL Position: Q1 2026 in Review

LPL Financial reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 1.6% in Q1 2026, selling an estimated $55.8K and leaving 230,759 shares worth $3.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2997.

LPL Financial first reported a position in DBL in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.8M in Q1 2016. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

  • LPL Financial held 230,759 shares of DoubleLine Opportunistic Credit Fund worth $3.37M as of Q1 2026.
  • LPL Financial sold 3,740 DoubleLine Opportunistic Credit Fund shares in Q1 2026, an estimated $55.8K.
  • DoubleLine Opportunistic Credit Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2997 holding.
  • LPL Financial first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's DoubleLine Opportunistic Credit Fund position peaked at $11.8M in Q1 2016.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.