Stifel Financial
DLY

Stifel Financial’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Stifel Financial’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 		$853K Sell
60,627
-3,585
-6% -$50.3K ﹤0.01% 2659
2026
Q1 		$894K Sell
64,212
-19,332
-23% -$281K ﹤0.01% 2516
2025
Q4 		$1.21M Sell
83,544
-16,478
-16% -$242K ﹤0.01% 2308
2025
Q3 		$1.51M Buy
100,022
+30,263
+43% +$466K ﹤0.01% 2112
2025
Q2 		$1.09M Sell
69,759
-3,102
-4% -$47.6K ﹤0.01% 2278
2025
Q1 		$1.17M Sell
72,861
-2,647
-4% -$42.6K ﹤0.01% 2127
2024
Q4 		$1.2M Sell
75,508
-14,116
-16% -$229K ﹤0.01% 2142
2024
Q3 		$1.49M Sell
89,624
-12,330
-12% -$200K ﹤0.01% 1970
2024
Q2 		$1.61M Sell
101,954
-20,737
-17% -$323K ﹤0.01% 1869
2024
Q1 		$1.96M Buy
122,691
+3,680
+3% +$56.7K ﹤0.01% 1738
2023
Q4 		$1.77M Buy
119,011
+17,755
+18% +$256K ﹤0.01% 1760
2023
Q3 		$1.49M Sell
101,256
-1,163
-1% -$16.9K ﹤0.01% 1784
2023
Q2 		$1.49M Buy
102,419
+14,542
+17% +$204K ﹤0.01% 1816
2023
Q1 		$1.23M Buy
87,877
+8,554
+11% +$121K ﹤0.01% 1899
2022
Q4 		$1.04M Sell
79,323
-28,802
-27% -$388K ﹤0.01% 1975
2022
Q3 		$1.46M Buy
108,125
+16,767
+18% +$245K ﹤0.01% 1685
2022
Q2 		$1.31M Buy
91,358
+9,610
+12% +$148K ﹤0.01% 1801
2022
Q1 		$1.37M Sell
81,748
-666
-0.8% -$11.7K ﹤0.01% 1893
2021
Q4 		$1.54M Buy
82,414
+16,374
+25% +$312K ﹤0.01% 1817
2021
Q3 		$1.26M Buy
66,040
+30,620
+86% +$605K ﹤0.01% 1906
2021
Q2 		$708K Sell
35,420
-5,807
-14% -$115K ﹤0.01% 2359
2021
Q1 		$789K Sell
41,227
-6,334
-13% -$121K ﹤0.01% 2155
2020
Q4 		$880K Buy
47,561
+753
+2% +$13.5K ﹤0.01% 1938
2020
Q3 		$856K Buy
46,808
+7,005
+18% +$128K ﹤0.01% 1743
2020
Q2 		$702K Buy
39,803
+24,453
+159% +$437K ﹤0.01% 1790
2020
Q1 		$292K Buy
+15,350
New +$291K ﹤0.01% 2202

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 $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
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

Stifel Financial's DLY Position: Q2 2026 in Review

Stifel Financial reduced its DoubleLine Yield Opportunities Fund (DLY) stake by 5.6% in Q2 2026, selling an estimated $50.3K and leaving 60,627 shares worth $853K. The position accounts for ﹤0.01% of the portfolio, ranked #2659.

Stifel Financial first reported a position in DLY in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.96M in Q1 2024. 90 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

  • Stifel Financial held 60,627 shares of DoubleLine Yield Opportunities Fund worth $853K as of Q2 2026.
  • Stifel Financial sold 3,585 DoubleLine Yield Opportunities Fund shares in Q2 2026, an estimated $50.3K.
  • DoubleLine Yield Opportunities Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2659 holding.
  • Stifel Financial first reported a position in DoubleLine Yield Opportunities Fund in Q1 2020 and has held it in 26 quarters since.
  • Stifel Financial's DoubleLine Yield Opportunities Fund position peaked at $1.96M in Q1 2024.
  • 90 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.