Stifel Financial
DBL

Stifel Financial’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Stifel Financial’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
Q1 		$2.56M Sell
175,298
-25,341
-13% -$378K ﹤0.01% 1784
2025
Q4 		$3.06M Sell
200,639
-113,490
-36% -$1.75M ﹤0.01% 1628
2025
Q3 		$4.89M Buy
314,129
+44,757
+17% +$689K ﹤0.01% 1322
2025
Q2 		$4.14M Buy
269,372
+94,286
+54% +$1.46M ﹤0.01% 1352
2025
Q1 		$2.74M Buy
175,086
+26,589
+18% +$416K ﹤0.01% 1543
2024
Q4 		$2.3M Buy
148,497
+41,529
+39% +$644K ﹤0.01% 1674
2024
Q3 		$1.69M Sell
106,968
-2,787
-3% -$43.8K ﹤0.01% 1881
2024
Q2 		$1.69M Buy
109,755
+11,402
+12% +$172K ﹤0.01% 1839
2024
Q1 		$1.52M Buy
98,353
+6,123
+7% +$93.5K ﹤0.01% 1924
2023
Q4 		$1.42M Buy
92,230
+6,034
+7% +$88.1K ﹤0.01% 1909
2023
Q3 		$1.26M Buy
86,196
+12,439
+17% +$179K ﹤0.01% 1886
2023
Q2 		$1.07M Buy
73,757
+61,540
+504% +$894K ﹤0.01% 2045
2023
Q1 		$173K Hold
12,217
– – ﹤0.01% 3083
2022
Q4 		$181K Buy
12,217
+600
+5% +$8.74K ﹤0.01% 3001
2022
Q3 		$168K Sell
11,617
-1,087
-9% -$16.9K ﹤0.01% 3001
2022
Q2 		$198K Sell
12,704
-21,059
-62% -$338K ﹤0.01% 3006
2022
Q1 		$566K Buy
+33,763
New +$598K ﹤0.01% 2507
2021
Q3 		– Sell
-10,781
Closed -$216K – 3348
2021
Q2 		$216K Buy
10,781
+293
+3% +$5.79K ﹤0.01% 3104
2021
Q1 		$207K Sell
10,488
-3,822
-27% -$75.6K ﹤0.01% 3003
2020
Q4 		$281K Sell
14,310
-1,176
-8% -$22.7K ﹤0.01% 2627
2020
Q3 		$295K Sell
15,486
-31,598
-67% -$607K ﹤0.01% 2416
2020
Q2 		$892K Buy
47,084
+5,481
+13% +$100K ﹤0.01% 1642
2020
Q1 		$695K Buy
41,603
+162
+0.4% +$3.25K ﹤0.01% 1648
2019
Q4 		$849K Sell
41,441
-1,911
-4% -$39.5K ﹤0.01% 1943
2019
Q3 		$890K Sell
43,352
-5,041
-10% -$104K ﹤0.01% 1833
2019
Q2 		$1M Sell
48,393
-86,808
-64% -$1.77M ﹤0.01% 1788
2019
Q1 		$2.72M Sell
135,201
-9,108
-6% -$179K 0.01% 1084
2018
Q4 		$2.73M Buy
+144,309
New +$2.8M 0.01% 1009
2017
Q4 		– Sell
-11,307
Closed -$272K – 2666
2017
Q3 		$272K Sell
11,307
-758
-6% -$18.6K ﹤0.01% 2205
2017
Q2 		$304K Buy
12,065
+1,958
+19% +$48.4K ﹤0.01% 2126
2017
Q1 		$240K Sell
10,107
-1,083
-10% -$25.4K ﹤0.01% 2222
2016
Q4 		$260K Sell
11,190
-1,830
-14% -$43.5K ﹤0.01% 2116
2016
Q3 		$333K Buy
+13,020
New +$349K ﹤0.01% 1937
2015
Q1 		– Sell
-11,965
Closed -$294K – 2322
2014
Q4 		$294K Sell
11,965
-4,950
-29% -$120K ﹤0.01% 1892
2014
Q3 		$399K Hold
16,915
– – ﹤0.01% 1655
2014
Q2 		$400K Buy
16,915
+600
+4% +$14K ﹤0.01% 1622
2014
Q1 		$378K Buy
+16,315
New +$376K ﹤0.01% 1589

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 $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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Stifel Financial's DBL Position: Q1 2026 in Review

Stifel Financial reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 13% in Q1 2026, selling an estimated $378K and leaving 175,298 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Stifel Financial first reported a position in DBL in Q1 2014 and has held it in 37 quarters since. The position peaked at $4.89M in Q3 2025. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

  • Stifel Financial held 175,298 shares of DoubleLine Opportunistic Credit Fund worth $2.56M as of Q1 2026.
  • Stifel Financial sold 25,341 DoubleLine Opportunistic Credit Fund shares in Q1 2026, an estimated $378K.
  • DoubleLine Opportunistic Credit Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1784 holding.
  • Stifel Financial first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2014 and has held it in 37 quarters since.
  • Stifel Financial's DoubleLine Opportunistic Credit Fund position peaked at $4.89M in Q3 2025.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.