Pinnacle Wealth Planning Services’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Pinnacle Wealth Planning Services’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 Q2	–	Sell	-158	Closed	-$2.2K	–	2776
2026 Q1	$2.2K	Sell	158 -428	-73%	-$6.21K	﹤0.01%	2430
2025 Q4	$8.52K	Buy	+586	New	+$8.61K	﹤0.01%	2075

Other funds holding DLY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Wealth Planning Services's DLY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of DoubleLine Yield Opportunities Fund (DLY) in Q2 2026, closing a stake of 158 shares — an estimated $2.2K sold.

Pinnacle Wealth Planning Services first reported a position in DLY in Q4 2025 and held it in 2 quarters. The position peaked at $8.52K in Q4 2025. 90 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

Pinnacle Wealth Planning Services reported no remaining DoubleLine Yield Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 158 DoubleLine Yield Opportunities Fund shares in Q2 2026, an estimated $2.2K.
Pinnacle Wealth Planning Services first reported a position in DoubleLine Yield Opportunities Fund in Q4 2025 and held it in 2 quarters.
Pinnacle Wealth Planning Services's DoubleLine Yield Opportunities Fund position peaked at $8.52K in Q4 2025.
90 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.