NWMP
DBL

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

Noble Wealth Management PBC’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
2025
Q4 		– Sell
-760
Closed -$11.8K – 596
2025
Q3 		$11.8K Buy
+760
New +$11.7K 0.01% 421

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Noble Wealth Management PBC's DBL Position: Q4 2025 in Review

Noble Wealth Management PBC sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2025, closing a stake of 760 shares — an estimated $11.8K sold.

Noble Wealth Management PBC first reported a position in DBL in Q3 2025 and held it in 1 quarter. The position peaked at $11.8K in Q3 2025. 66 funds tracked by Wall St. Rank hold DBL as of Q4 2025.

  • Noble Wealth Management PBC reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2025 after selling out during the quarter.
  • Noble Wealth Management PBC sold 760 DoubleLine Opportunistic Credit Fund shares in Q4 2025, an estimated $11.8K.
  • Noble Wealth Management PBC first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2025 and held it in 1 quarter.
  • Noble Wealth Management PBC's DoubleLine Opportunistic Credit Fund position peaked at $11.8K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2025.

Based on Noble Wealth Management PBC's 13F filing for Q4 2025, filed 5 Jan 2026.