SFS
DBL

Shaker Financial Services’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Shaker Financial Services’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 		$3.03M Buy
210,544
+195,812
+1,329% +$2.82M 0.95% 38
2026
Q1 		$215K Buy
+14,732
New +$220K 0.08% 141
2025
Q4 		– Sell
-28,537
Closed -$445K – 170
2025
Q3 		$445K Buy
28,537
+3,318
+13% +$51.1K 0.15% 116
2025
Q2 		$388K Sell
25,219
-52,788
-68% -$817K 0.14% 119
2025
Q1 		$1.22M Sell
78,007
-32,576
-29% -$510K 0.47% 75
2024
Q4 		$1.71M Sell
110,583
-25,932
-19% -$402K 0.66% 47
2024
Q3 		$2.16M Sell
136,515
-7,586
-5% -$119K 0.81% 42
2024
Q2 		$2.21M Buy
+144,101
New +$2.17M 0.9% 43
2023
Q2 		– Sell
-69,478
Closed -$985K – 165
2023
Q1 		$985K Buy
+69,478
New +$1.04M 0.43% 73
2022
Q3 		– Sell
-10,761
Closed -$168K – 159
2022
Q2 		$168K Sell
10,761
-71,482
-87% -$1.15M 0.08% 121
2022
Q1 		$1.38M Buy
82,243
+37,702
+85% +$668K 0.52% 67
2021
Q4 		$854K Buy
44,541
+10,926
+33% +$211K 0.3% 94
2021
Q3 		$663K Sell
33,615
-21,181
-39% -$420K 0.27% 97
2021
Q2 		$1.1M Buy
54,796
+6,376
+13% +$126K 0.41% 84
2021
Q1 		$956K Sell
48,420
-98,591
-67% -$1.95M 0.38% 92
2020
Q4 		$2.89M Buy
147,011
+64,778
+79% +$1.25M 1.2% 25
2020
Q3 		$1.57M Buy
82,233
+64,769
+371% +$1.24M 0.84% 41
2020
Q2 		$331K Buy
+17,464
New +$320K 0.18% 127
2020
Q1 		– Sell
-48,653
Closed -$1M – 164
2019
Q4 		$1M Sell
48,653
-3,703
-7% -$76.6K 0.46% 57
2019
Q3 		$1.08M Buy
+52,356
New +$1.08M 0.55% 54
2019
Q2 		– Sell
-134,233
Closed -$2.71M – 124
2019
Q1 		$2.71M Buy
134,233
+82,025
+157% +$1.61M 1.37% 22
2018
Q4 		$989K Buy
+52,208
New +$1.01M 0.56% 53
2014
Q1 		– Sell
-19,117
Closed -$427K – 143
2013
Q4 		$427K Buy
+19,117
New +$437K 0.3% 99

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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GP
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

Shaker Financial Services's DBL Position: Q2 2026 in Review

Shaker Financial Services increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 1,329% in Q2 2026, buying an estimated $2.82M and bringing the position to 210,544 shares worth $3.03M. The position accounts for 0.95% of the portfolio, ranked #38.

Shaker Financial Services first reported a position in DBL in Q4 2013 and has held it in 23 quarters since. 79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

  • Shaker Financial Services held 210,544 shares of DoubleLine Opportunistic Credit Fund worth $3.03M as of Q2 2026.
  • Shaker Financial Services bought 195,812 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $2.82M.
  • DoubleLine Opportunistic Credit Fund made up 0.95% of Shaker Financial Services's portfolio in Q2 2026, its #38 holding.
  • Shaker Financial Services first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2013 and has held it in 23 quarters since.
  • 79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.