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 Q2	–	Sell	-10,500	Closed	-$153K	–	80
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 $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

Papamarkou Wellner Asset Management's DBL Position: Q2 2026 in Review

Papamarkou Wellner Asset Management sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q2 2026, closing a stake of 10,500 shares — an estimated $153K sold.

Papamarkou Wellner Asset Management first reported a position in DBL in Q4 2025 and held it in 2 quarters. The position peaked at $160K in Q4 2025. 79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

Papamarkou Wellner Asset Management reported no remaining DoubleLine Opportunistic Credit Fund position as of Q2 2026 after selling out during the quarter.
Papamarkou Wellner Asset Management sold 10,500 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $153K.
Papamarkou Wellner Asset Management first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2025 and held it in 2 quarters.
Papamarkou Wellner Asset Management's DoubleLine Opportunistic Credit Fund position peaked at $160K in Q4 2025.
79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.