Moisand Fitzgerald Tamayo’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Moisand Fitzgerald Tamayo’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	$7.04K	Hold	500	–	–	﹤0.01%	400
2026 Q1	$6.96K	Hold	500	–	–	﹤0.01%	377
2025 Q4	$7.27K	Hold	500	–	–	﹤0.01%	376
2025 Q3	$7.54K	Hold	500	–	–	﹤0.01%	383
2025 Q2	$7.79K	Hold	500	–	–	﹤0.01%	372
2025 Q1	$8.05K	Hold	500	–	–	﹤0.01%	367
2024 Q4	$7.92K	Hold	500	–	–	﹤0.01%	370
2024 Q3	$8.29K	Hold	500	–	–	﹤0.01%	375
2024 Q2	$7.89K	Hold	500	–	–	﹤0.01%	328
2024 Q1	$7.97K	Hold	500	–	–	﹤0.01%	335
2023 Q4	$7.43K	Hold	500	–	–	﹤0.01%	374
2023 Q3	$7.37K	Hold	500	–	–	﹤0.01%	374
2023 Q2	$7.26K	Hold	500	–	–	﹤0.01%	354
2023 Q1	$7K	Hold	500	–	–	﹤0.01%	365
2022 Q4	$6.56K	Hold	500	–	–	﹤0.01%	365
2022 Q3	$7K	Hold	500	–	–	﹤0.01%	318
2022 Q2	$7K	Hold	500	–	–	﹤0.01%	293
2022 Q1	$8K	Hold	500	–	–	﹤0.01%	206
2021 Q4	$9K	Hold	500	–	–	﹤0.01%	260
2021 Q3	$10K	Buy	+500	New	+$9.87K	﹤0.01%	245

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

Moisand Fitzgerald Tamayo's DLY Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its DoubleLine Yield Opportunities Fund (DLY) position steady in Q2 2026 at 500 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Moisand Fitzgerald Tamayo first reported a position in DLY in Q3 2021 and has held it in 20 quarters since. The position peaked at $10K in Q3 2021. 90 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

Moisand Fitzgerald Tamayo held 500 shares of DoubleLine Yield Opportunities Fund worth $7.04K as of Q2 2026.
Moisand Fitzgerald Tamayo left its DoubleLine Yield Opportunities Fund share count unchanged in Q2 2026.
DoubleLine Yield Opportunities Fund made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #400 holding.
Moisand Fitzgerald Tamayo first reported a position in DoubleLine Yield Opportunities Fund in Q3 2021 and has held it in 20 quarters since.
Moisand Fitzgerald Tamayo's DoubleLine Yield Opportunities Fund position peaked at $10K in Q3 2021.
90 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.