MWM
DBL

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

Maridea 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
2026
Q2 		$269K Buy
18,740
+6,584
+54% +$94.8K 0.03% 455
2026
Q1 		$177K Buy
+12,156
New +$181K 0.03% 442

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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 $786B AUM 40.34% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Maridea Wealth Management's DBL Position: Q2 2026 in Review

Maridea Wealth Management increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 54% in Q2 2026, buying an estimated $94.8K and bringing the position to 18,740 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #455.

Maridea Wealth Management first reported a position in DBL in Q1 2026 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

  • Maridea Wealth Management held 18,740 shares of DoubleLine Opportunistic Credit Fund worth $269K as of Q2 2026.
  • Maridea Wealth Management bought 6,584 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $94.8K.
  • DoubleLine Opportunistic Credit Fund made up 0.03% of Maridea Wealth Management's portfolio in Q2 2026, its #455 holding.
  • Maridea Wealth Management first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2026 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.