Noble Wealth Management PBC’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Noble Wealth Management PBC’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 Q3	$1.57M	Buy	117,405 +8,220	+8%	+$114K	0.7%	43
2026 Q2	$1.54M	Buy	109,185 +9,050	+9%	+$127K	0.69%	46
2026 Q1	$1.39M	Sell	100,135 -8,672	-8%	-$126K	0.7%	46
2025 Q4	$1.58M	Buy	108,807 +57,907	+114%	+$851K	0.79%	40
2025 Q3	$768K	Buy	+50,900	New	+$784K	0.41%	65

Other funds holding DLY

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Noble Wealth Management PBC's DLY Position: Q3 2026 in Review

Noble Wealth Management PBC increased its DoubleLine Yield Opportunities Fund (DLY) stake by 7.5% in Q3 2026, buying an estimated $114K and bringing the position to 117,405 shares worth $1.57M. The position accounts for 0.7% of the portfolio, ranked #43.

Noble Wealth Management PBC first reported a position in DLY in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.58M in Q4 2025. 5 funds tracked by Wall St. Rank hold DLY as of Q3 2026.

Noble Wealth Management PBC held 117,405 shares of DoubleLine Yield Opportunities Fund worth $1.57M as of Q3 2026.
Noble Wealth Management PBC bought 8,220 DoubleLine Yield Opportunities Fund shares in Q3 2026, an estimated $114K.
DoubleLine Yield Opportunities Fund made up 0.7% of Noble Wealth Management PBC's portfolio in Q3 2026, its #43 holding.
Noble Wealth Management PBC first reported a position in DoubleLine Yield Opportunities Fund in Q3 2025 and has held it in 5 quarters since.
Noble Wealth Management PBC's DoubleLine Yield Opportunities Fund position peaked at $1.58M in Q4 2025.
5 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.