Pathstone Holdings
OPP

Pathstone Holdings’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Pathstone Holdings’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
2026
Q2 		$4.04M Buy
522,990
+176,847
+51% +$1.36M 0.01% 745
2026
Q1 		$2.65M Buy
346,143
+213,001
+160% +$1.66M 0.01% 887
2025
Q4 		$1.06M Buy
+133,142
New +$1.08M ﹤0.01% 1377

Other funds holding OPP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pathstone Holdings's OPP Position: Q2 2026 in Review

Pathstone Holdings increased its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) stake by 51% in Q2 2026, buying an estimated $1.36M and bringing the position to 522,990 shares worth $4.04M. The position accounts for 0.01% of the portfolio, ranked #745.

Pathstone Holdings first reported a position in OPP in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold OPP as of Q2 2026.

  • Pathstone Holdings held 522,990 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $4.04M as of Q2 2026.
  • Pathstone Holdings bought 176,847 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q2 2026, an estimated $1.36M.
  • RiverNorth/DoubleLine Strategic Opportunity Fund made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #745 holding.
  • Pathstone Holdings first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.