SA
DLY

Sovran Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Sovran Advisors’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
2026
Q2 		$216K Buy
15,552
+790
+5% +$11.1K 0.02% 575
2026
Q1 		$211K Buy
14,762
+4,365
+42% +$63.3K 0.02% 550
2025
Q4 		$153K Hold
10,397
– – 0.01% 548
2025
Q3 		$153K Buy
+10,397
New +$160K 0.01% 518

Other funds holding DLY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sovran Advisors's DLY Position: Q2 2026 in Review

Sovran Advisors increased its DoubleLine Yield Opportunities Fund (DLY) stake by 5.4% in Q2 2026, buying an estimated $11.1K and bringing the position to 15,552 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #575.

Sovran Advisors first reported a position in DLY in Q3 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

  • Sovran Advisors held 15,552 shares of DoubleLine Yield Opportunities Fund worth $216K as of Q2 2026.
  • Sovran Advisors bought 790 DoubleLine Yield Opportunities Fund shares in Q2 2026, an estimated $11.1K.
  • DoubleLine Yield Opportunities Fund made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #575 holding.
  • Sovran Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.