MPWM Advisory Solutions’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

MPWM Advisory Solutions’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 Q1	$29.2K	Hold	2,000	–	–	0.02%	241
2025 Q4	$30.5K	Hold	2,000	–	–	0.02%	218
2025 Q3	$31.2K	Hold	2,000	–	–	0.02%	204
2025 Q2	$30.8K	Hold	2,000	–	–	0.02%	200
2025 Q1	$31.3K	Hold	2,000	–	–	0.02%	189
2024 Q4	$31K	Buy	+2,000	New	+$31K	0.02%	199

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

MPWM Advisory Solutions's DBL Position: Q1 2026 in Review

MPWM Advisory Solutions held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q1 2026 at 2,000 shares worth $29.2K. The position accounts for 0.02% of the portfolio, ranked #241.

MPWM Advisory Solutions first reported a position in DBL in Q4 2024 and has held it in 6 quarters since. The position peaked at $31.3K in Q1 2025. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

MPWM Advisory Solutions held 2,000 shares of DoubleLine Opportunistic Credit Fund worth $29.2K as of Q1 2026.
MPWM Advisory Solutions left its DoubleLine Opportunistic Credit Fund share count unchanged in Q1 2026.
DoubleLine Opportunistic Credit Fund made up 0.02% of MPWM Advisory Solutions's portfolio in Q1 2026, its #241 holding.
MPWM Advisory Solutions first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2024 and has held it in 6 quarters since.
MPWM Advisory Solutions's DoubleLine Opportunistic Credit Fund position peaked at $31.3K in Q1 2025.
73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.