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

Melfa 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	$181K	Sell	12,570 -3,039	-19%	-$43.7K	0.1%	172
2026 Q1	$228K	Hold	15,609	–	–	0.13%	155
2025 Q4	$238K	Hold	15,609	–	–	0.14%	153
2025 Q3	$243K	Hold	15,609	–	–	0.14%	154
2025 Q2	$240K	Hold	15,609	–	–	0.15%	152
2025 Q1	$244K	Hold	15,609	–	–	0.16%	147
2024 Q4	$242K	Hold	15,609	–	–	0.16%	144
2024 Q3	$247K	Hold	15,609	–	–	0.16%	145
2024 Q2	$240K	Hold	15,609	–	–	0.17%	137
2024 Q1	$241K	Buy	15,609 +126	+0.8%	+$1.92K	0.17%	134
2023 Q4	$238K	Buy	15,483 +172	+1%	+$2.51K	0.22%	98
2023 Q3	$223K	Buy	15,311 +167	+1%	+$2.41K	0.24%	97
2023 Q2	$220K	Buy	15,144 +163	+1%	+$2.37K	0.22%	101
2023 Q1	$212K	Buy	14,981 +155	+1%	+$2.31K	0.21%	105
2022 Q4	$220K	Buy	+14,826	New	+$216K	0.23%	100

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Melfa Wealth Management reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 19% in Q2 2026, selling an estimated $43.7K and leaving 12,570 shares worth $181K. The position accounts for 0.1% of the portfolio, ranked #172.

Melfa Wealth Management first reported a position in DBL in Q4 2022 and has held it in 15 quarters since. The position peaked at $247K in Q3 2024. 79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

Melfa Wealth Management held 12,570 shares of DoubleLine Opportunistic Credit Fund worth $181K as of Q2 2026.
Melfa Wealth Management sold 3,039 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $43.7K.
DoubleLine Opportunistic Credit Fund made up 0.1% of Melfa Wealth Management's portfolio in Q2 2026, its #172 holding.
Melfa Wealth Management first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's DoubleLine Opportunistic Credit Fund position peaked at $247K in Q3 2024.
79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.