Precedent Wealth Partners’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Precedent Wealth Partners’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
2025 Q3	–	Sell	-11,828	Closed	-$184K	–	172
2025 Q2	$184K	Sell	11,828 -651	-5%	-$10K	0.05%	169
2025 Q1	$201K	Buy	+12,479	New	+$201K	0.06%	155

Other funds holding DLY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

RAM

Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Precedent Wealth Partners's DLY Position: Q3 2025 in Review

Precedent Wealth Partners sold out of DoubleLine Yield Opportunities Fund (DLY) in Q3 2025, closing a stake of 11,828 shares — an estimated $184K sold.

Precedent Wealth Partners first reported a position in DLY in Q1 2025 and held it in 2 quarters. The position peaked at $201K in Q1 2025. 91 funds tracked by Wall St. Rank hold DLY as of Q3 2025.

Precedent Wealth Partners reported no remaining DoubleLine Yield Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Precedent Wealth Partners sold 11,828 DoubleLine Yield Opportunities Fund shares in Q3 2025, an estimated $184K.
Precedent Wealth Partners first reported a position in DoubleLine Yield Opportunities Fund in Q1 2025 and held it in 2 quarters.
Precedent Wealth Partners's DoubleLine Yield Opportunities Fund position peaked at $201K in Q1 2025.
91 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q3 2025.

Based on Precedent Wealth Partners's 13F filing for Q3 2025, filed 14 Oct 2025.