Spirepoint Private Client’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Spirepoint Private Client’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	$186K	Hold	13,250	–	–	0.02%	325
2026 Q1	$184K	Buy	13,250 +2,000	+18%	+$29K	0.02%	314
2025 Q4	$164K	Buy	+11,250	New	+$165K	0.02%	305

Other funds holding DLY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Spirepoint Private Client's DLY Position: Q2 2026 in Review

Spirepoint Private Client held its DoubleLine Yield Opportunities Fund (DLY) position steady in Q2 2026 at 13,250 shares worth $186K. The position accounts for 0.02% of the portfolio, ranked #325.

Spirepoint Private Client first reported a position in DLY in Q4 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

Spirepoint Private Client held 13,250 shares of DoubleLine Yield Opportunities Fund worth $186K as of Q2 2026.
Spirepoint Private Client left its DoubleLine Yield Opportunities Fund share count unchanged in Q2 2026.
DoubleLine Yield Opportunities Fund made up 0.02% of Spirepoint Private Client's portfolio in Q2 2026, its #325 holding.
Spirepoint Private Client first reported a position in DoubleLine Yield Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
90 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.