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
2026 Q2	$1.98K	Sell	138 -2,111	-94%	-$30.4K	﹤0.01%	597
2026 Q1	$32.8K	Buy	2,249 +246	+12%	+$3.67K	0.02%	138
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 $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

Principia Wealth Advisory's DBL Position: Q2 2026 in Review

Principia Wealth Advisory reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 94% in Q2 2026, selling an estimated $30.4K and leaving 138 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Principia Wealth Advisory first reported a position in DBL in Q4 2024 and has held it in 7 quarters since. The position peaked at $61.5K in Q1 2025. 79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

Principia Wealth Advisory held 138 shares of DoubleLine Opportunistic Credit Fund worth $1.98K as of Q2 2026.
Principia Wealth Advisory sold 2,111 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $30.4K.
DoubleLine Opportunistic Credit Fund made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #597 holding.
Principia Wealth Advisory first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's DoubleLine Opportunistic Credit Fund position peaked at $61.5K in Q1 2025.
79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.