Pettinga Financial Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Pettinga Financial Advisors’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	$296K	Buy	+20,592	New	+$296K	0.05%	121

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

Pettinga Financial Advisors's DBL Position: Q2 2026 in Review

Pettinga Financial Advisors opened a new position in DoubleLine Opportunistic Credit Fund (DBL) in Q2 2026: 20,592 shares worth $296K. The stake represents 0.05% of the portfolio and ranks #121 among its holdings.

79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

Pettinga Financial Advisors held 20,592 shares of DoubleLine Opportunistic Credit Fund worth $296K as of Q2 2026.
DoubleLine Opportunistic Credit Fund was a new Pettinga Financial Advisors position in Q2 2026.
DoubleLine Opportunistic Credit Fund made up 0.05% of Pettinga Financial Advisors's portfolio in Q2 2026, its #121 holding.
79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.