SPIA
DBL

Steward Partners Investment Advisory’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Steward Partners Investment 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
2025
Q3 		– Sell
-1,627
Closed -$25K – 4283
2025
Q2 		$25K Hold
1,627
– – ﹤0.01% 2813
2025
Q1 		$25.4K Sell
1,627
-578
-26% -$9.05K ﹤0.01% 2693
2024
Q4 		$34.2K Sell
2,205
-66
-3% -$1.02K ﹤0.01% 2538
2024
Q3 		$35.9K Hold
2,271
– – ﹤0.01% 2401
2024
Q2 		$34.9K Sell
2,271
-68
-3% -$1.02K ﹤0.01% 2275
2024
Q1 		$36.1K Hold
2,339
– – ﹤0.01% 2263
2023
Q4 		$35.9K Hold
2,339
– – ﹤0.01% 2127
2023
Q3 		$34.1K Hold
2,339
– – ﹤0.01% 2077
2023
Q2 		$33.9K Hold
2,339
– – ﹤0.01% 2047
2023
Q1 		$33.2K Sell
2,339
-5,666
-71% -$84.6K ﹤0.01% 2038
2022
Q4 		$119K Buy
+8,005
New +$117K ﹤0.01% 1478

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's DBL Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q3 2025, closing a stake of 1,627 shares — an estimated $25K sold.

Steward Partners Investment Advisory first reported a position in DBL in Q4 2022 and held it in 11 quarters. The position peaked at $119K in Q4 2022. 70 funds tracked by Wall St. Rank hold DBL as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining DoubleLine Opportunistic Credit Fund position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,627 DoubleLine Opportunistic Credit Fund shares in Q3 2025, an estimated $25K.
  • Steward Partners Investment Advisory first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2022 and held it in 11 quarters.
  • Steward Partners Investment Advisory's DoubleLine Opportunistic Credit Fund position peaked at $119K in Q4 2022.
  • 70 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.