MCFP
DBL

Mallini Complete Financial Planning’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Mallini Complete Financial Planning’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
Q2 		$190K Buy
13,206
+132
+1% +$1.9K 0.14% 65
2026
Q1 		$191K Buy
13,074
+660
+5% +$9.84K 0.15% 56
2025
Q4 		$189K Buy
12,414
+120
+1% +$1.85K 0.15% 58
2025
Q3 		$192K Buy
12,294
+118
+1% +$1.82K 0.16% 58
2025
Q2 		$187K Buy
12,176
+1,137
+10% +$17.6K 0.24% 55
2025
Q1 		$173K Buy
11,039
+102
+0.9% +$1.6K 0.16% 53
2024
Q4 		$170K Buy
+10,937
New +$169K 0.16% 57

Other funds holding DBL

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mallini Complete Financial Planning's DBL Position: Q2 2026 in Review

Mallini Complete Financial Planning increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 1% in Q2 2026, buying an estimated $1.9K and bringing the position to 13,206 shares worth $190K. The position accounts for 0.14% of the portfolio, ranked #65.

Mallini Complete Financial Planning first reported a position in DBL in Q4 2024 and has held it in 7 quarters since. The position peaked at $192K in Q3 2025. 40 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

  • Mallini Complete Financial Planning held 13,206 shares of DoubleLine Opportunistic Credit Fund worth $190K as of Q2 2026.
  • Mallini Complete Financial Planning bought 132 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $1.9K.
  • DoubleLine Opportunistic Credit Fund made up 0.14% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #65 holding.
  • Mallini Complete Financial Planning first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2024 and has held it in 7 quarters since.
  • Mallini Complete Financial Planning's DoubleLine Opportunistic Credit Fund position peaked at $192K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.