Pasadena Private Wealth’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Pasadena Private Wealth’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	$134K	Buy	+10,000	New	+$138K	0.02%	263

Other funds holding DLY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Pasadena Private Wealth's DLY Position: Q3 2026 in Review

Pasadena Private Wealth opened a new position in DoubleLine Yield Opportunities Fund (DLY) in Q3 2026: 10,000 shares worth $134K. The stake represents 0.02% of the portfolio and ranks #263 among its holdings.

76 funds tracked by Wall St. Rank hold DLY as of Q3 2026.

Pasadena Private Wealth held 10,000 shares of DoubleLine Yield Opportunities Fund worth $134K as of Q3 2026.
DoubleLine Yield Opportunities Fund was a new Pasadena Private Wealth position in Q3 2026.
DoubleLine Yield Opportunities Fund made up 0.02% of Pasadena Private Wealth's portfolio in Q3 2026, its #263 holding.
76 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q3 2026.

Based on Pasadena Private Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.