Thompson David Blair’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Thompson David Blair’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	$1.41M	Sell	97,976 -16,483	-14%	-$237K	0.7%	40
2026 Q1	$1.67M	Buy	114,459 +87,360	+322%	+$1.3M	0.96%	30
2025 Q4	$413K	Buy	+27,099	New	+$417K	0.24%	105
2024 Q4	$420K	Buy	+27,100	New	+$420K	0.31%	79

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Thompson David Blair's DBL Position: Q2 2026 in Review

Thompson David Blair reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 14% in Q2 2026, selling an estimated $237K and leaving 97,976 shares worth $1.41M. The position accounts for 0.7% of the portfolio, ranked #40.

Thompson David Blair first reported a position in DBL in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.67M in Q1 2026. 75 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

Thompson David Blair held 97,976 shares of DoubleLine Opportunistic Credit Fund worth $1.41M as of Q2 2026.
Thompson David Blair sold 16,483 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $237K.
DoubleLine Opportunistic Credit Fund made up 0.7% of Thompson David Blair's portfolio in Q2 2026, its #40 holding.
Thompson David Blair first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2024 and has held it in 4 quarters since.
Thompson David Blair's DoubleLine Opportunistic Credit Fund position peaked at $1.67M in Q1 2026.
75 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.