Papamarkou Wellner Asset Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Papamarkou Wellner Asset Management’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 Q1	$153K	Hold	10,500	–	–	0.09%	82
2025 Q4	$160K	Buy	+10,500	New	+$162K	0.1%	83

Other funds holding DBL

SIA

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

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

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

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Papamarkou Wellner Asset Management's DBL Position: Q1 2026 in Review

Papamarkou Wellner Asset Management held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q1 2026 at 10,500 shares worth $153K. The position accounts for 0.09% of the portfolio, ranked #82.

Papamarkou Wellner Asset Management first reported a position in DBL in Q4 2025 and has held it in 2 quarters since. The position peaked at $160K in Q4 2025. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

Papamarkou Wellner Asset Management held 10,500 shares of DoubleLine Opportunistic Credit Fund worth $153K as of Q1 2026.
Papamarkou Wellner Asset Management left its DoubleLine Opportunistic Credit Fund share count unchanged in Q1 2026.
DoubleLine Opportunistic Credit Fund made up 0.09% of Papamarkou Wellner Asset Management's portfolio in Q1 2026, its #82 holding.
Papamarkou Wellner Asset Management first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2025 and has held it in 2 quarters since.
Papamarkou Wellner Asset Management's DoubleLine Opportunistic Credit Fund position peaked at $160K in Q4 2025.
73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q1 2026, filed 15 May 2026.