NA
DBL

NewEdge Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

NewEdge Advisors’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 		$326K Sell
22,649
-1,600
-7% -$23K ﹤0.01% 2432
2026
Q1 		$354K Sell
24,249
-2,591
-10% -$38.6K ﹤0.01% 2229
2025
Q4 		$409K Sell
26,840
-200
-0.7% -$3.08K ﹤0.01% 2111
2025
Q3 		$421K Buy
27,040
+300
+1% +$4.62K ﹤0.01% 1940
2025
Q2 		$411K Hold
26,740
– – ﹤0.01% 1816
2025
Q1 		$418K Hold
26,740
– – ﹤0.01% 1685
2024
Q4 		$414K Sell
26,740
-1,500
-5% -$23.2K ﹤0.01% 1671
2024
Q3 		$447K Sell
28,240
-1,745
-6% -$27.5K ﹤0.01% 1540
2024
Q2 		$461K Buy
29,985
+1,200
+4% +$18.1K ﹤0.01% 1461
2024
Q1 		$444K Sell
28,785
-8,200
-22% -$125K ﹤0.01% 1414
2023
Q4 		$564K Buy
36,985
+11,000
+42% +$161K 0.01% 1222
2023
Q3 		$379K Sell
25,985
-13,700
-35% -$197K ﹤0.01% 1309
2023
Q2 		$576K Buy
39,685
+1,000
+3% +$14.5K 0.01% 1114
2023
Q1 		$556K Sell
38,685
-1,944
-5% -$29K 0.01% 1065
2022
Q4 		$590K Buy
40,629
+844
+2% +$12.3K 0.02% 715
2022
Q3 		$575K Buy
39,785
+700
+2% +$10.9K 0.01% 901
2022
Q2 		$609K Buy
39,085
+1,900
+5% +$30.5K 0.01% 893
2022
Q1 		$623K Sell
37,185
-1,100
-3% -$19.5K 0.01% 788
2021
Q4 		$734K Buy
+38,285
New +$739K 0.01% 887

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

NewEdge Advisors's DBL Position: Q2 2026 in Review

NewEdge Advisors reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 6.6% in Q2 2026, selling an estimated $23K and leaving 22,649 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #2432.

NewEdge Advisors first reported a position in DBL in Q4 2021 and has held it in 19 quarters since. The position peaked at $734K in Q4 2021. 79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

  • NewEdge Advisors held 22,649 shares of DoubleLine Opportunistic Credit Fund worth $326K as of Q2 2026.
  • NewEdge Advisors sold 1,600 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $23K.
  • DoubleLine Opportunistic Credit Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2432 holding.
  • NewEdge Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's DoubleLine Opportunistic Credit Fund position peaked at $734K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.