Strategic Wealth Partners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Strategic Wealth Partners’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 Q2	$923K	Sell	64,160 -24,156	-27%	-$348K	0.06%	157
2026 Q1	$1.29M	Hold	88,316	–	–	0.09%	128
2025 Q4	$1.35M	Hold	88,316	–	–	0.09%	129
2025 Q3	$1.38M	Buy	88,316 +980	+1%	+$15.1K	0.1%	134
2025 Q2	$1.34M	Buy	+87,336	New	+$1.35M	0.11%	125
2024 Q4	$1.37M	Buy	87,336 +700	+0.8%	+$10.8K	0.11%	125
2024 Q3	$1.37M	Hold	86,636	–	–	0.13%	121
2024 Q2	$1.33M	Hold	86,636	–	–	0.14%	118
2024 Q1	$1.34M	Hold	86,636	–	–	0.15%	111
2023 Q4	$1.33M	Hold	86,636	–	–	0.16%	112
2023 Q3	$1.26M	Buy	86,636 +34,578	+66%	+$498K	0.17%	140
2023 Q2	$755K	Buy	+52,058	New	+$756K	0.1%	169

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Strategic Wealth Partners's DBL Position: Q2 2026 in Review

Strategic Wealth Partners reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 27% in Q2 2026, selling an estimated $348K and leaving 64,160 shares worth $923K. The position accounts for 0.06% of the portfolio, ranked #157.

Strategic Wealth Partners first reported a position in DBL in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.38M in Q3 2025. 78 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

Strategic Wealth Partners held 64,160 shares of DoubleLine Opportunistic Credit Fund worth $923K as of Q2 2026.
Strategic Wealth Partners sold 24,156 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $348K.
DoubleLine Opportunistic Credit Fund made up 0.06% of Strategic Wealth Partners's portfolio in Q2 2026, its #157 holding.
Strategic Wealth Partners first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2023 and has held it in 12 quarters since.
Strategic Wealth Partners's DoubleLine Opportunistic Credit Fund position peaked at $1.38M in Q3 2025.
78 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.