Principia Wealth Advisory’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Principia Wealth Advisory’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
2025 Q4	$30.5K	Hold	2,003	–	–	0.02%	140
2025 Q3	$31.2K	Sell	2,003 -1,978	-50%	-$30.4K	0.02%	146
2025 Q2	$61.2K	Hold	3,981	–	–	0.05%	103
2025 Q1	$61.5K	Buy	3,981 +1,160	+41%	+$18.2K	0.06%	83
2024 Q4	$43.7K	Buy	+2,821	New	+$43.7K	0.04%	83

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

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

Principia Wealth Advisory's DBL Position: Q4 2025 in Review

Principia Wealth Advisory held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q4 2025 at 2,003 shares worth $30.5K. The position accounts for 0.02% of the portfolio, ranked #140.

Principia Wealth Advisory first reported a position in DBL in Q4 2024 and has held it in 5 quarters since. The position peaked at $61.5K in Q1 2025. 66 funds tracked by Wall St. Rank hold DBL as of Q4 2025.

Principia Wealth Advisory held 2,003 shares of DoubleLine Opportunistic Credit Fund worth $30.5K as of Q4 2025.
Principia Wealth Advisory left its DoubleLine Opportunistic Credit Fund share count unchanged in Q4 2025.
DoubleLine Opportunistic Credit Fund made up 0.02% of Principia Wealth Advisory's portfolio in Q4 2025, its #140 holding.
Principia Wealth Advisory first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2024 and has held it in 5 quarters since.
Principia Wealth Advisory's DoubleLine Opportunistic Credit Fund position peaked at $61.5K in Q1 2025.
66 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.