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 Q3	$1.21M	Sell	89,661 -120,883	-57%	-$1.7M	0.4%	80
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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Shaker Financial Services's DBL Position: Q3 2026 in Review

Shaker Financial Services reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 57% in Q3 2026, selling an estimated $1.7M and leaving 89,661 shares worth $1.21M. The position accounts for 0.4% of the portfolio, ranked #80.

Shaker Financial Services first reported a position in DBL in Q4 2013 and has held it in 24 quarters since. The position peaked at $3.03M in Q2 2026. 15 funds tracked by Wall St. Rank hold DBL as of Q3 2026.

Shaker Financial Services held 89,661 shares of DoubleLine Opportunistic Credit Fund worth $1.21M as of Q3 2026.
Shaker Financial Services sold 120,883 DoubleLine Opportunistic Credit Fund shares in Q3 2026, an estimated $1.7M.
DoubleLine Opportunistic Credit Fund made up 0.4% of Shaker Financial Services's portfolio in Q3 2026, its #80 holding.
Shaker Financial Services first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2013 and has held it in 24 quarters since.
Shaker Financial Services's DoubleLine Opportunistic Credit Fund position peaked at $3.03M in Q2 2026.
15 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.