Maridea Wealth Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Maridea Wealth Management’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
2026 Q2	$2.42M	Buy	171,667 +36,510	+27%	+$513K	0.26%	90
2026 Q1	$1.88M	Buy	135,157 +12,144	+10%	+$176K	0.27%	97
2025 Q4	$1.79M	Sell	123,013 -671	-0.5%	-$9.86K	0.27%	100
2025 Q3	$1.81M	Buy	123,684 +17,095	+16%	+$263K	0.28%	88
2025 Q2	$1.66M	Buy	106,589 +3,913	+4%	+$60.1K	0.43%	54
2025 Q1	$1.65M	Buy	102,676 +3,443	+3%	+$55.4K	0.54%	39
2024 Q4	$1.57M	Buy	+99,233	New	+$1.61M	0.51%	32

Other funds holding DLY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Maridea Wealth Management increased its DoubleLine Yield Opportunities Fund (DLY) stake by 27% in Q2 2026, buying an estimated $513K and bringing the position to 171,667 shares worth $2.42M. The position accounts for 0.26% of the portfolio, ranked #90.

Maridea Wealth Management first reported a position in DLY in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

Maridea Wealth Management held 171,667 shares of DoubleLine Yield Opportunities Fund worth $2.42M as of Q2 2026.
Maridea Wealth Management bought 36,510 DoubleLine Yield Opportunities Fund shares in Q2 2026, an estimated $513K.
DoubleLine Yield Opportunities Fund made up 0.26% of Maridea Wealth Management's portfolio in Q2 2026, its #90 holding.
Maridea Wealth Management first reported a position in DoubleLine Yield Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
90 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

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