ORG Partners’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

ORG Partners’s Portfolio OPP Stock Details OPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$163K	Hold	20,484	–	–	0.03%	359
2025 Q3	$175K	Sell	20,484 -631	-3%	-$5.43K	0.03%	362
2025 Q2	$181K	Hold	21,115	–	–	0.04%	337
2025 Q1	$183K	Sell	21,115 -8,627	-29%	-$73.9K	0.05%	291
2024 Q4	$248K	Sell	29,742 -357	-1%	-$3.07K	0.03%	286
2024 Q3	$270K	Hold	30,099	–	–	0.04%	242
2024 Q2	$257K	Sell	30,099 -790	-3%	-$6.62K	0.03%	357
2024 Q1	$261K	Buy	+30,889	New	+$256K	0.5%	33

Other funds holding OPP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

SIA

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

ORG Partners's OPP Position: Q4 2025 in Review

ORG Partners held its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) position steady in Q4 2025 at 20,484 shares worth $163K. The position accounts for 0.03% of the portfolio, ranked #359.

ORG Partners first reported a position in OPP in Q1 2024 and has held it in 8 quarters since. The position peaked at $270K in Q3 2024. 66 funds tracked by Wall St. Rank hold OPP as of Q4 2025.

ORG Partners held 20,484 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $163K as of Q4 2025.
ORG Partners left its RiverNorth/DoubleLine Strategic Opportunity Fund share count unchanged in Q4 2025.
RiverNorth/DoubleLine Strategic Opportunity Fund made up 0.03% of ORG Partners's portfolio in Q4 2025, its #359 holding.
ORG Partners first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q1 2024 and has held it in 8 quarters since.
ORG Partners's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $270K in Q3 2024.
66 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.